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- Custodian
- Charles Schwab & Company ยท Interactive Brokers
- Clients
- Retail
- Platforms
- --
- Established Date
- 05-06-2021
- Office Locations
- 10
Office Locations
About Skybound Wealth USA
Skybound Wealth USA is a Houston-based, federally registered RIA providing fiduciary financial planning and investment management for U.S. individuals and families, including U.S. citizens abroad and foreign nationals living in the U.S. As part of the Skybound Wealth Management Group, it specializes in integrating cross-border assets, pensions, and tax considerations into a cohesive strategy, with ongoing rebalancing and quarterly reviews plus a client app for real-time portfolio views. Custody includes Schwab and Interactive Brokers.
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Owner & Executives
Joshua James Burton
Chief Financial Officer
- CRD
- --
- Ownership
- 50% but less than 75%
Thomas Michael Pewtress
Chief Executive Officer, Partner
- CRD
- #7254449
- Ownership
- Less than 5%
Showing 2 of 3 owners & executives
Unlock allContacts
Joshua Clancey
Regional Head of Technical & Private Wealth Adviser
- CRD
- #8217337
Taylor Lee Condon
Country Manager - Spain & Private Wealth Manager
- CRD
- #8199395
Showing 2 of 13 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $7,580,928 | $222,968 |
| Non-Discretionary | $158,873,993 | $520,898 |
| Total | $166,454,921 | $491,017 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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