Skybound Wealth Management USA, LLC

Assets Under Management

$160.6M

Number of Clients

290

Number of Advisors

6

Average Client AUM

$554K

AUM per Advisor

$26.8M

Compensation

Fee-Only (AUM)

About This Firm

Skybound Wealth Management USA, LLC offers wealth management services tailored to individual needs. Services include discretionary or non-discretionary investment management, UK pension transfer assistance, and financial planning. They utilize third-party managers and model portfolios, with ongoing oversight and due diligence.

Fee Structure

Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & Coaching
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Location

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

6 Advisors at this firm