Skybound Wealth Management Usa, Llc
- Regulatory AUM
- $166M
- Discretionary
- $7.6M
- Clients
- 339
- Avg AUM / client
- $491K
- Accounts
- 339
- Employees
- 6
AUM over time
Annual snapshots from Form ADV filings · as of Mar 27, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 291 | $96.3M | 57.9% |
| High net worth individuals | 48 | $70.1M | 42.1% |
People (14)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Creer, Victoria | Direct Owner | Mar 2021 (5y) | 50% – 75% | |
| Thomas Michael Pewtress | Chief Compliance Officer | May 2021 (5y) | Less than 5% | |
| Rangwalla, Husain, Shabbir | Chief Executive Officer And Chief Operations Officer | Sep 2023 (3y) | Less than 5% | |
| Smither, Robin | Ubo | Jul 2024 (2y) | GP / trustee / elected manager of Suzerain Investment Holdings Ltd. (Bvi) (indirect) | |
| Carla Smart | Registered representative | Nov 2023 (3y) | ||
| Benjamin John Hadley | Registered representative | May 2024 (2y) | ||
| Jack Stanley Lamb | Registered representative | Jun 2024 (2y) | ||
| Kumar Hemant Patel | Registered representative | Jul 2025 (1y) | ||
| Taylor Lee Condon | Registered representative | Jan 2026 (1y) | ||
| Joshua Clancey | Registered representative | Feb 2026 (0y) | ||
| Joselyn Pfeil | Registered representative | Feb 2026 (0y) | ||
| Sam Mark Ling | Registered representative | Feb 2026 (0y) | ||
| Haley Sue Hazem | Registered representative | May 2026 (0y) | ||
| Liam Sullivan Pierre Luci Fraboulet | Registered representative | Jul 2026 (0y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Guardian Wealth Management Group Limited | Direct Owner | Mar 2021 | A | 50% – 75% |
| Suzerain Investment Holdings Ltd. (Bvi) | Direct Owner | Mar 2021 | B | ≈ 37.5% – 75% via Guardian Wealth Management Group Limited |
Estimated effective ownership (look-through of filed bands):
- Suzerain Investment Holdings Ltd. (Bvi): 75% – 100% of Guardian Wealth Management Group Limited × 50% – 75% direct ≈ 37.5% – 75% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/27/2026 | 1.16 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
- • Selection of other advisers
Custody
Reported custodians
- Utmost Worldwide Limited $38.1M (16% of AUM) Oct 2023
- Rl360 $29.0M (18% of AUM) Dec 2025
- Charles Schwab & Co. $3.7M (10% of AUM) Jul 2024
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 27, 2026.
View current Form ADV (SEC/IAPD) ↗