Skybound Wealth USA

RIASEC Registered
Total AUM
$166M
Discretionary
$7.6M
5% of AUM
Avg account
$491K
Accounts
339
Employees
12
Advisory reps
14

Firm details

Headquarters
Houston, Texas
CRD number
313358
Registered since
May 6, 2021
Custodians
RL360
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • Individuals57.86%
  • HNWI42.14%
Services
Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Skybound Wealth USA is a limited liability company operating as an independent SEC-registered RIA (registered in 2021). The firm serves individual and family clients and offers a mix of financial planning, portfolio management for individuals and small businesses, pension consulting, and manager selection services. Skybound positions itself as a capital allocator, sourcing third-party managers for client allocations. Its fee arrangements include asset-based fees, hourly billing, and fixed-fee engagements. The adviser identifies as an active ESG investor, and it maintains industry ties with other investment advisers and an insurance company. Ownership is listed as a combination of a foreign entity and an individual.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 82%, Public Funds/Mutual Funds 16%, Cash & Cash Equivalents 2%82%
  • Exchange Traded Equities82%
  • Public Funds/Mutual Funds16%
  • Cash & Cash Equivalents2%

Owners & executives

1 of 1
  • Joshua Burton

    Chief Financial OfficerCRD 8137081

Contacts

3 of 13
  • Jack Lamb

    Jack Lamb

    Investment Advisor RepresentativeCRD 6900962

  • Joselyn Pfeil

    Joselyn Pfeil

    Private Wealth AdvisorCRD 7183710

  • Haley Hazem

    Haley Hazem

    Private Wealth AdvisorCRD 6078917

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Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Houston, TX

Harris

Location

Houston, TX

Headquartered in Houston, TX, anchoring the Houston-The Woodlands, TX metro in the South.

Metro area
Houston-The Woodlands, TX
Region
South
County
Harris
Address
13100 Wortham Center Dr
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth