SKYBOUND WEALTH USA

Overview

Skybound Wealth USA is an independent registered investment adviser organized as an LLC and operating primarily for individual and family clients. The firm combines financial planning, portfolio management for individuals and small businesses, pension consulting and selection-of-other-advisers services. Its fee schedule is flexible — percentage of AUM, hourly and fixed-fee engagements — and the firm acts as a capital allocator, sourcing third‑party managers when appropriate. Investment practice is equity‑tilted and ETF‑centric, with ESG considerations flagged as part of the investment approach. Skybound Wealth USA invests across traditional liquid markets and deploys allocations to alternatives, using outside managers for specialized strategies. The mix of services and the capital‑allocator role suggest a hybrid model: strategic planning and hands‑on manager selection alongside implementation through listed securities and external funds.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices