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SKYBOUND WEALTH USA

HOUSTON, TX · CRD 313358 · IAPD ↗ · 1-346-845-0001

$166.5MRegulatory AUM
12Advisory reps
12Employees
0Clients
0Planning clients
0Private funds
18States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

44
October 2026 — SKYBOUND WEALTH USA notice-filed in MO, NE.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
71
October 2026 — SKYBOUND WEALTH USA grew from 6 to 12 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
44
April 2026 — SKYBOUND WEALTH USA notice-filed in CO, MI.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
55
January 2026 — SKYBOUND WEALTH MANAGEMENT USA, LLC is now doing business as SKYBOUND WEALTH USA.
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM
48
December 2025 — SKYBOUND WEALTH MANAGEMENT USA, LLC notice-filed in KS, NH, OR, VA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
45
April 2025 — SKYBOUND WEALTH MANAGEMENT USA, LLC moved its main office from LONDON, to HOUSTON, TX.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
50
April 2025 — SKYBOUND WEALTH MANAGEMENT USA, LLC added office(s): 2 -> 3 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
50
April 2025 — SKYBOUND WEALTH MANAGEMENT USA, LLC notice-filed in CT, IL, MA, NJ, PA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
70
April 2025 — SKYBOUND WEALTH MANAGEMENT USA, LLC reported RAUM up 347% ($36.0M -> $160.6M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
15
April 2024 — SKYBOUND WEALTH MANAGEMENT USA, LLC reported RAUM down 85% ($235.2M -> $36.0M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions
15
April 2024 — SKYBOUND WEALTH MANAGEMENT USA, LLC moved its main office from MIAMI, FL to LONDON, .
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
20
April 2024 — SKYBOUND WEALTH MANAGEMENT USA, LLC shrank from 8 to 5 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
20
April 2024 — SKYBOUND WEALTH MANAGEMENT USA, LLC added office(s): 0 -> 2 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.