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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

SKYBOUND WEALTH USA

SKYBOUND WEALTH MANAGEMENT USA, LLC, CRD 313358

HOUSTON, TX

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:6ab28925-17bf-8b2e-032e-d30283942b72

Data as of Sep 18, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 2:15 PM UTC and rebuilt at most every 15 minutes.

Relationships: 33
Dated events: 23
On other graphs: 0
Observed: Apr 6, 2021 to Sep 18, 2026
24 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $166MItem 5.F on the latest filing (2026-09-18); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $7.6M
Private client RAUM: $166MderivedItem 5.D individuals plus high net worth individuals
Private client share: 100%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 11
RAUM per advisor: $15.1Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 12
Advisory employees: 12
Offices: 3Schedule D 1.F, beyond the principal office
Accounts: 339
Individual clients: 291
High net worth clients: 48
SEC number: 801-121157
CIK: 801121157
CRD: 313358
Filings on the tape: 24
First filed: Apr 6, 2021
Latest filed: Sep 18, 2026
Organised: Limited Liability Company, DE

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
Thomas Michael Pewtress	n/a	HOUSTON, TX	5	11	1	no
Carla Smart	n/a	HOUSTON, TX \| Geneva	2	13	n/a	no
BENJAMIN JOHN HADLEY	n/a	Houston, TX \| HOUSTON, TX	2	12	1	no
Jack Stanley Lamb	n/a	HOUSTON, TX \| London	2	13	1	no
KUMAR HEMANT PATEL	n/a	London \| HOUSTON, TX	1	11	1	no
Taylor Lee Condon	n/a	HOUSTON, TX \| La Cala de Mijas	0	12	n/a	no
Joshua Clancey	n/a	Dubai \| HOUSTON, TX	0	10	n/a	no
Joselyn Pfeil	n/a	HOUSTON, TX \| Dubai	0	19	1	no
Sam Mark Ling	n/a	HOUSTON, TX \| Dubai	0	11	2	no
Haley Sue Hazem	n/a	HOUSTON, TX \| Olathe, KS	0	10	2	no
Liam Sullivan Pierre Luci Fraboulet	n/a	Saint Jorioz \| HOUSTON, TX	0	11	1	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
CREER, VICTORIA	DIRECT OWNER	D	yes	03/2021	Apr 6, 2021	Jul 17, 2024
GUARDIAN WEALTH MANAGEMENT GROUP LIMITED	DIRECT OWNER	D	yes	03/2021	Apr 6, 2021	Jul 17, 2024
Rangwalla, Husain, Shabbir	CHIEF EXECUTIVE OFFICER AND CHIEF OPERATIONS OFFICER	Na	yes	09/2023	Jun 8, 2023	Jul 17, 2024
Smither, Robin	Ubo	F	yes	07/2024	Jul 17, 2024	Jul 17, 2024
SUZERAIN INVESTMENT HOLDINGS LTD. (BVI)	DIRECT OWNER	E	yes	03/2021	Apr 6, 2021	Jul 17, 2024
Pewtress, Thomas, Michael	CHIEF COMPLIANCE OFFICER	Na	no	03/2024	Mar 21, 2024	Jul 17, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
SKYBOUND CAPITAL LIMITED	n/a	n/a	n/a	N	yes	n/a
SKYBOUND FINANCIAL PLANNING SA	n/a	n/a	n/a	N	yes	n/a
SKYBOUND INSURANCE BROKERS LTD.	n/a	n/a	n/a	N	yes	n/a

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
Dubai	n/a	United Arab Emirates	3	no
Geneva	n/a	Switzerland	1	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 27, 2026	$166M	$7.6M	6	6	3	n/a	n/a
2024	Apr 17, 2025	$161M	$0	10	6	3	n/a	n/a
2023	Mar 21, 2024	$36.0M	$0	7	5	2	n/a	n/a
2022	Mar 15, 2023	$235M	$0	13	8	1	n/a	n/a
2021	Mar 10, 2022	$255M	$0	13	8	1	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
3	1	2	9.1%	1	0	0	7	2

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$166M	$161M	3.7%	$235M	-10.9%	12	10	3	3

Teams out

two or more advisors whose registrations ended here and began at one firm together: a fact of two dates, not a prediction

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
BLACKTOWER FINANCIAL MANAGEMENT (US) LLC	2	Sep 13, 2023	May 12, 2023	HOUSTON, TX	Team lift out	RIA to RIA	40.0%
BEACON GLOBAL ADVISOR NETWORK, LLC	4	Sep 8, 2023	Sep 8, 2023	HOUSTON, TX	Team lift out	RIA to RIA	44.4%

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
BEACON GLOBAL ADVISOR NETWORK, LLC	2	Apr 29, 2021	Jul 6, 2021	Dubai	Team lift out	RIA to RIA	8.0%
BEACON GLOBAL ADVISOR NETWORK, LLC	2	Apr 29, 2021	May 12, 2021	LAS VEGAS, NV	Team lift out	RIA to RIA	8.0%
BEACON GLOBAL ADVISOR NETWORK, LLC	6	Apr 28, 2021	May 12, 2021	MIAMI, FL	Team lift out	RIA to RIA	23.1%

Relationships

Registered with (21)

← Liam Sullivan Pierre Luci FrabouletAdvisorregistration: current employment
Jul 17, 2026 to presentfactForm ADV
← Haley Sue HazemAdvisorregistration: current employment
May 4, 2026 to presentfactForm ADV
← Sam Mark LingAdvisorregistration: previous registration
Jul 6, 2021 to Dec 31, 2025factForm ADV
← Joselyn PfeilAdvisorregistration: current employment
Feb 4, 2026 to presentfactForm ADV
← Joshua ClanceyAdvisorregistration: current employment
Feb 3, 2026 to presentfactForm ADV
← Taylor Lee CondonAdvisorregistration: current employment
Jan 26, 2026 to presentfactForm ADV
← KUMAR HEMANT PATELAdvisorregistration: current employment
Jul 23, 2025 to presentfactForm ADV
← Jack Stanley LambAdvisorregistration: current employment
Jun 7, 2024 to presentfactForm ADV
← BENJAMIN JOHN HADLEYAdvisorregistration: current employment
May 28, 2024 to presentfactForm ADV
← Carla SmartAdvisorregistration: current employment
Nov 23, 2023 to presentfactForm ADV
← Thomas Michael PewtressAdvisorregistration: current employment
May 12, 2021 to presentfactForm ADV
← Darragh GallagherAdvisorregistration: previous registration
Oct 12, 2023 to Apr 27, 2026factForm ADV
← Andrew Graham McKayAdvisorregistration: previous registration
Apr 29, 2024 to Jul 5, 2024factForm ADV
← Lewis Jay RinghamAdvisorregistration: previous registration
May 12, 2021 to Sep 13, 2023factForm ADV
← Mark Robert LangleyAdvisorregistration: previous registration
May 12, 2021 to Sep 13, 2023factForm ADV
← Simon Edmund PuttAdvisorregistration: previous registration
May 12, 2021 to Sep 13, 2023factForm ADV
← NICOLAS JUSTIN MAURICIOAdvisorregistration: previous registration
May 12, 2021 to Sep 11, 2023factForm ADV
← Craig Nicholas MurrinAdvisorregistration: previous registration
May 10, 2021 to Sep 11, 2023factForm ADV
← MICHAEL ANDRE JORDANAdvisorregistration: previous registration
May 12, 2021 to Sep 8, 2023factForm ADV
← DANIEL MESAAdvisorregistration: previous registration
May 12, 2021 to Sep 8, 2023factForm ADV
← NATHAN CHARLES TARRAdvisorregistration: previous registration
May 12, 2021 to Aug 29, 2023factForm ADV

Owns (1)

← Pewtress, Thomas, MichaelOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Mar 21, 2024 to Jul 17, 2024factForm ADV

Controls (5)

← CREER, VICTORIAOwnerDIRECT OWNER, ownership code D, individual
Apr 6, 2021 to Jul 17, 2024factForm ADV
← Rangwalla, Husain, ShabbirOwnerCHIEF EXECUTIVE OFFICER AND CHIEF OPERATIONS OFFICER, ownership code NA, individual
Jun 8, 2023 to Jul 17, 2024factForm ADV
← Smither, RobinOwnerUBO, ownership code F, individual
Jul 17, 2024 to Jul 17, 2024factForm ADV
← GUARDIAN WEALTH MANAGEMENT GROUP LIMITEDOwnerDIRECT OWNER, ownership code D, foreign entity
Apr 6, 2021 to Jul 17, 2024factForm ADV
← SUZERAIN INVESTMENT HOLDINGS LTD. (BVI)OwnerDIRECT OWNER, ownership code E, foreign entity
Apr 6, 2021 to Jul 17, 2024factForm ADV

Moved with (3)

→ BEACON GLOBAL ADVISOR NETWORK, LLCRegistered adviser4 advisors, team lift out
Sep 8, 2023 to Sep 8, 2023factForm ADV
→ BLACKTOWER FINANCIAL MANAGEMENT (US) LLCRegistered adviser2 advisors, team lift out, same day
Sep 13, 2023 to May 12, 2023factForm ADV
← BEACON GLOBAL ADVISOR NETWORK, LLCRegistered adviser2 advisors, team lift out, same day
Apr 29, 2021 to Jul 6, 2021factForm ADV

Dated events

Occurred
Apr 27, 2026
Advisor changed firm
Darragh Gallagher left Skybound Wealth Usa for Beacon Global Advisor Network, Llc (registered 2026-05-01)
Form ADVobserved 4 days ago
Occurred
Jul 17, 2024
Control person left
Aziza Moraby (Direct Owner) no longer on Schedule A of Skybound Wealth Usa (listed 2024-05-13, absent 2024-07-17)
Form ADVobserved 4 days ago
Occurred
Jul 17, 2024
Control person joined
Robin Smither (Ubo) appeared on Schedule A of Skybound Wealth Usa
Form ADVobserved 4 days ago
Occurred
Jul 5, 2024
Advisor changed firm
Andrew Graham Mckay left Skybound Wealth Usa for Cross Border Wealth, Llc (registered 2024-07-26)
Form ADVobserved 4 days ago
Occurred
May 13, 2024
Control person left
Ian Sweet (Ceo) no longer on Schedule A of Skybound Wealth Usa (listed 2024-03-21, absent 2024-05-13)
Form ADVobserved 4 days ago
Occurred
Mar 21, 2024
Regulatory AUM changed
Skybound Wealth Usa reported RAUM $36.0M, down 85% from $235.2M (2023-10-27 to 2024-03-21)
Form ADVobserved 4 days ago
$-199M
Occurred
Oct 27, 2023
Control person joined
Ian Sweet (Ceo) appeared on Schedule A of Skybound Wealth Usa
Form ADVobserved 4 days ago
Occurred
Oct 27, 2023
Control person left
Lyon George Botha (Ceo) no longer on Schedule A of Skybound Wealth Usa (listed 2023-06-08, absent 2023-10-27)
Form ADVobserved 4 days ago
Occurred
Sep 13, 2023
Team lift-out
2 advisors left Skybound Wealth USA (Houston, TX) for Blacktower Financial Management (Us) LLC on the same day
Form ADVobserved 4 days ago
2 advisors
Occurred
Sep 13, 2023
Advisor changed firm
Simon Edmund Putt left Skybound Wealth Usa for Amerity Wealth Management, Llc (registered 2023-10-09)
Form ADVobserved 4 days ago
Occurred
Sep 13, 2023
Advisor changed firm
Lewis Jay Ringham left Skybound Wealth Usa for Blacktower Financial Management (Us) Llc (registered 2023-05-12)
Form ADVobserved 4 days ago
Occurred
Sep 13, 2023
Advisor changed firm
Mark Robert Langley left Skybound Wealth Usa for Blacktower Financial Management (Us) Llc (registered 2023-05-12)
Form ADVobserved 4 days ago
Occurred
Sep 11, 2023
Advisor changed firm
Nicolas Justin Mauricio left Skybound Wealth Usa for Beacon Global Advisor Network, Llc (registered 2023-08-10)
Form ADVobserved 4 days ago
Occurred
Sep 11, 2023
Advisor changed firm
Craig Nicholas Murrin left Skybound Wealth Usa for Beacon Global Advisor Network, Llc (registered 2023-08-07)
Form ADVobserved 4 days ago
Occurred
Sep 8, 2023
Team lift-out
4 advisors left Skybound Wealth USA (Houston, TX) for Beacon Global Advisor Network, LLC within 3 days
Form ADVobserved 4 days ago
4 advisors
Occurred
Sep 8, 2023
Advisor changed firm
Daniel Mesa left Skybound Wealth Usa for Beacon Global Advisor Network, Llc (registered 2023-08-10)
Form ADVobserved 4 days ago
Occurred
Sep 8, 2023
Advisor changed firm
Michael Andre Jordan left Skybound Wealth Usa for Beacon Global Advisor Network, Llc (registered 2023-09-08)
Form ADVobserved 4 days ago
Occurred
Aug 29, 2023
Advisor changed firm
Nathan Charles Tarr left Skybound Wealth Usa for Amerity Wealth Management, Llc (registered 2023-07-26)
Form ADVobserved 4 days ago
Occurred
Jun 8, 2023
Control person joined
Shabbir Husain Rangwalla (Group Operations Director) appeared on Schedule A of Skybound Wealth Usa
Form ADVobserved 4 days ago
Occurred
May 26, 2023
Control person left
Charles Nathan Tarr (General Manager) no longer on Schedule A of Skybound Wealth Usa (listed 2023-03-15, absent 2023-05-26)
Form ADVobserved 4 days ago
Occurred
May 26, 2023
Control person left
Dain Stephen Philp (Cco & Director Operations) no longer on Schedule A of Skybound Wealth Usa (listed 2023-03-15, absent 2023-05-26)
Form ADVobserved 4 days ago
Occurred
Nov 1, 2021
Control person left
J. Joshua Burton (Cfo) no longer on Schedule A of Skybound Wealth Usa (listed 2021-05-06, absent 2021-11-01)
Form ADVobserved 4 days ago
Occurred
Apr 6, 2021
First Form ADV filing
Skybound Wealth Management Usa, Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:6ab28925-17bf-8b2e-032e-d30283942b72
First observed: Apr 6, 2021
Last observed: Sep 18, 2026 38 h ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

SKYBOUND WEALTH USA

SKYBOUND WEALTH MANAGEMENT USA, LLC, CRD 313358

HOUSTON, TX

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:6ab28925-17bf-8b2e-032e-d30283942b72

Data as of Sep 18, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 2:15 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

Thomas Michael Pewtress

n/a

HOUSTON, TX

Carla Smart

n/a

HOUSTON, TX | Geneva

n/a

BENJAMIN JOHN HADLEY

n/a

Houston, TX | HOUSTON, TX

Jack Stanley Lamb

n/a

HOUSTON, TX | London

KUMAR HEMANT PATEL

n/a

London | HOUSTON, TX

Taylor Lee Condon

n/a

HOUSTON, TX | La Cala de Mijas

n/a

Joshua Clancey

n/a

Dubai | HOUSTON, TX

n/a

Joselyn Pfeil

n/a

HOUSTON, TX | Dubai

Sam Mark Ling

n/a

HOUSTON, TX | Dubai

Haley Sue Hazem

n/a

HOUSTON, TX | Olathe, KS

Liam Sullivan Pierre Luci Fraboulet

n/a

Saint Jorioz | HOUSTON, TX

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

CREER, VICTORIA

DIRECT OWNER

yes

03/2021

Apr 6, 2021

Jul 17, 2024

GUARDIAN WEALTH MANAGEMENT GROUP LIMITED

DIRECT OWNER

yes

03/2021

Apr 6, 2021

Jul 17, 2024

Rangwalla, Husain, Shabbir

CHIEF EXECUTIVE OFFICER AND CHIEF OPERATIONS OFFICER

yes

09/2023

Jun 8, 2023

Jul 17, 2024

Smither, Robin

Ubo

yes

07/2024

Jul 17, 2024

SUZERAIN INVESTMENT HOLDINGS LTD. (BVI)

DIRECT OWNER

yes

03/2021

Apr 6, 2021

Jul 17, 2024

Pewtress, Thomas, Michael

CHIEF COMPLIANCE OFFICER

03/2024

Mar 21, 2024

Jul 17, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

SKYBOUND CAPITAL LIMITED

n/a

yes

n/a

SKYBOUND FINANCIAL PLANNING SA

n/a

yes

n/a

SKYBOUND INSURANCE BROKERS LTD.

n/a

yes

n/a

City

State

Country

Employees

Also broker-dealer

Dubai

n/a

United Arab Emirates

Geneva

n/a

Switzerland

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 27, 2026

$166M

$7.6M

n/a

2024

Apr 17, 2025

$161M

n/a

2023

Mar 21, 2024

$36.0M

n/a

2022

Mar 15, 2023

$235M

n/a

2021

Mar 10, 2022

$255M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

9.1%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$166M

$161M

3.7%

$235M

-10.9%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

BLACKTOWER FINANCIAL MANAGEMENT (US) LLC

Sep 13, 2023

May 12, 2023

HOUSTON, TX

Team lift out

RIA to RIA

40.0%

BEACON GLOBAL ADVISOR NETWORK, LLC

Sep 8, 2023

HOUSTON, TX

Team lift out

RIA to RIA

44.4%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

BEACON GLOBAL ADVISOR NETWORK, LLC

Apr 29, 2021

Jul 6, 2021

Dubai

Team lift out

RIA to RIA

8.0%

BEACON GLOBAL ADVISOR NETWORK, LLC

Apr 29, 2021

May 12, 2021

LAS VEGAS, NV

Team lift out

RIA to RIA

8.0%

BEACON GLOBAL ADVISOR NETWORK, LLC

Apr 28, 2021

May 12, 2021

MIAMI, FL

Team lift out

RIA to RIA

23.1%