SKYBOUND WEALTH MANAGEMENT USA, LLC
Adviser information for SKYBOUND WEALTH MANAGEMENT USA, LLC last updated from Form ADV on March 21st, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Florida, United States |
Employees
| Total Number of Employees | 7 |
|---|---|
| Investment Advisory/Research | 5 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 5 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 3 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 0 | $0 |
| Non-Discretionary | 94 | $36.0M |
| Total | 94 | $36.0M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 89 | $28.8M |
| HNW Individuals | 5 | $7.1M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 251-500 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPension consulting servicesEducational seminars/workshops |
|---|---|
| Compensation | % of AUM |
Principal Office
SUITES 418-419, 4TH FLOOR,ST MAGNUS HOUSE, 3 LOWER THAMES STREET
LONDON
United Kingdom
Monday - Friday, 9 A.M. TO 5:30 P.M.
Tel: 0044 (0)207 183 3505, Fax: None
Chief Compliance Officer
THOMAS MICHAEL PEWTRESS
CHIEF COMPLIANCE OFFICER
OFFICE 2101, MAZAYA BUSINESS AVENUE
TOWER BB1, JUMERIAH LAKE TOWERS
DUBAI
United Arab Emirates
Tel:
0044 (0)207 183 3505
T***********@********************M
(Full email address available in API data)
Industry Affiliates
| SKYBOUND CAPITAL LIMITED | Other investment adviser, including financial planners |
| SKYBOUND FINANCIAL PLANNING SA | Other investment adviser, including financial planners |
| SKYBOUND INSURANCE BROKERS LTD. | Insurance company or agency |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| GUARDIAN WEALTH MANAGEMENT GROUP LIMITED | Foreign Entity | – | DIRECT OWNER | 03/2021 | 50-75% |
| SUZERAIN INVESTMENT HOLDINGS LTD. (BVI) | Foreign Entity | GUARDIAN WEALTH MANAGEMENT GROUP LIMITED | DIRECT OWNER | 03/2021 | > 75% |
| SILVERSPOON NOMINEES LTD. (MAURITIUS) | Foreign Entity | SUZERAIN INVESTMENT HOLDINGS LTD. (BVI) | DIRECT OWNER | 03/2018 | > 75% |
| L C ABELHEIM LTD. (MAURITIUS) | Foreign Entity | SILVERSPOON NOMINEES LTD. (MAURITIUS) | DIRECT OWNER | 03/2010 | > 75% |
| CREER, VICTORIA | Individual | – | DIRECT OWNER | 03/2021 | 50-75% |
| Moraby, Aziza | Individual | L C ABELHEIM LTD. (MAURITIUS) | DIRECT OWNER | 03/2016 | 50-75% |
| Rangwalla, Husain, Shabbir | Individual | – | CHIEF OPERATIONS OFFICERS | 09/2023 | < 5% |
| Sweet, Ian | Individual | – | CEO | 09/2023 | < 5% |
| Pewtress, Thomas, Michael | Individual | – | CHIEF COMPLIANCE OFFICER | 03/2024 | < 5% |