Cfo/direct Owner · Skybound Wealth USA
Joshua J. Burton
CRD 8137081 · Named on Form ADV at one SEC-registered adviser
At a glance
Skybound Wealth USA, an SEC-registered wealth manager based in Houston, TX with $166 million in regulatory assets, lists Joshua J. Burton on its Form ADV as Cfo/direct Owner, a control person.
Firms and roles
- Skybound Wealth USACfo/direct OwnerWealth manager · Houston, TX · $166M in regulatory assets
AtlasMembers
Joshua’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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- Search and export owners by title, state and firm size
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Thomas M. PewtressChief Executive Officer, Skybound Wealth USA
- Kelly Van DeusenChief Compliance Officer, Skybound Wealth USA
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Joshua’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.