Skybound Wealth USA Employee Directory

Financial ServicesTexas, United States2-10 Employees

At Skybound Wealth USA, we help individuals and families bring order, clarity, and confidence to their financial lives.
Based in Houston, Texas, and registered with the U.S. Securities and Exchange Commission, we provide fiduciary financial planning and 
investment management built around real lives, not generic models. From long-term investing and retirement planning to tax-aware strategies and estate considerations, our advice is practical, personal, and designed to hold up over time.
 
We are part of the Skybound Wealth Management Group, a global network of regulated advisory firms operating across the UK, Switzerland, the EU, the UAE, and beyond. That global reach matters for clients whose wealth does not sit neatly in one country. Whether you have overseas assets, pensions, or future plans abroad, your financial strategy should reflect the full picture.
 
Our work is supported by Skybound Capital, the group’s institutional investment arm, bringing governance, discipline, and long-term thinking shaped by global markets. It strengthens how we manage portfolios and ensures accountability at every level.
 
We believe good advice is clear, considered, and built around what actually matters to you, your goals, your family, and your future. No noise. No shortcuts. Just advice you can rely on as life evolves.
Skybound Wealth Management USA, LLC is registered with the SEC: CRD 313358. SEC No. 801-121157.

Find Skybound Wealth USA employees' phone numbers or email addresses

Skybound Wealth USA Global Highlights

Location
Employees

North America
8

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  • United States Of America
    8

Asia
1

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  • United Arab Emirates
    1

Europe
1

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  • United Kingdom Of Great Britain And Northern Ireland
    1

Skybound Wealth USA's Leadership

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    J. V.
    Executive Assistant/Office Manager
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    J. L. D.
    Senior Investment Advisor
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    B. M.
    Senior Financial Coordinator
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    K. P.
    Private Wealth Adviser
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  • Stylized image of a person
    J. L.
    Investment Analyst
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Skybound Wealth USA Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Accounting
  • Administrative
  • Analytics
  • Arts & Design
  • Other

Contact profiles from Skybound Wealth USA

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    J. V.
    Executive Assistant/Office Manager
    Phone icon
    United StatesFlorida
    Jun 25, 2025
  • Stylized image of a person
    J. L. D.
    Senior Investment Advisor
    Phone icon
    United KingdomEngland
    Oct 27, 2025
  • Stylized image of a person
    B. M.
    Senior Financial Coordinator
    Phone icon
    Oct 22, 2024
  • Stylized image of a person
    K. P.
    Private Wealth Adviser
    Phone icon
    United States
    Nov 13, 2025
  • Stylized image of a person
    J. L.
    Investment Analyst
    Phone icon
    Oct 17, 2024

Frequently Asked Questions

What is Skybound Wealth USA known for?

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Skybound Wealth USA was founded in 2017 operates in the Financial Services industry. The company's main headquarters is located in 2700 Post Oak Boulevard 21st Floor Houston, Texas United States. Explore Skybound Wealth USA's company overview page for more information.

What is Skybound Wealth USA's most common email format?

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Skybound Wealth USA employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Skybound Wealth USA email formats with LeadIQ.

How many employees does Skybound Wealth USA have currently?

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Skybound Wealth USA has approximately 6 employees as of March 2026. These team members are located across 3 continents, including North AmericaAsiaEurope.

Who are Skybound Wealth USA's key employees and leadership?

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As of March 2026, Skybound Wealth USA's key employees include:

  • Executive Assistant/Office Manager: J. V.
  • Senior Investment Advisor: J. L. D.
  • Senior Financial Coordinator: B. M.
  • Private Wealth Adviser: K. P.
  • Investment Analyst: J. L.

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