SKYBOUND WEALTH MANAGEMENT USA, LLC
B61
CRD 313358·SEC 801-121157·HOUSTON, TX
AUM
$166.5M
$100M-$500M
Est. Revenue
$1.7M
@ 1% on AUM
Est. EBITDA
$499K
@ 30% margin
Est. Deal Value
$4.0M
@ 8× EBITDA
Identity
Registrations & legal identity
Economics
AUM trajectory
'22 · $205.0M
'23 · $225.0M
'25 · $160.6M
'26 · $166.5M
'22'26
$205.0M → $166.5M▼ -19%
Operations
Advisory staff (5-yr trend)
'22 · 7 advisors
'23 · 10 advisors
'25 · 6 advisors
'26 · 6 advisors
'22'26
7 advisors → 6 advisors▼ -14%
Branches
—
Custodian & Brokerage
Services offered
Financial planningPortfolio mgmt — individualsPension consultingSelection of other advisers
Filings
ADV-W filed at
—
Compliance
Trademark
—
Additional signalsExpand ▾
Ownership & succession ★
Who controls the firm + pre-computed succession flags
Availability / M&A ★
Already-acquired = skip; deal comps
Web presence ★
Stale website = winding down
Retirement-plan book (Form 5500) ★
401(k)/plan business — cross-sell value
SEC EDGAR
Compliance & brand
All other collected signals (9)
Everything else we've pulled for this record, not yet curated into a section.