Skybound Wealth USA

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