TP
TP

Thomas Michael Pewtress

5 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & Coaching
Compensation
Fee-Only (AUM)
Firm Size
6 advisors
Number of Clients
290 clients
Average Client Portfolio
$554K average
Assets Under Management
$160.6M

Fee Structure

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Location

2700 Post Oak Boulevard, 21st Floor, Houston, TX, 77056

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Skybound Wealth Management USA, LLC
May 2021 - Present · 4 yrs 9 mos
Previous Registrations
Beacon Global Advisor Network, LLC
June 2020 - April 2021 · 10 mos
State Registrations1 state
TX
Advisor
Exams
No exam information available for this advisor.