Chief Compliance Officer · Skybound Wealth USA
Kelly Van Deusen
CRD 8035975 · Named on Form ADV at 2 SEC-registered advisers
At a glance
Skybound Wealth USA, an SEC-registered wealth manager based in Houston, TX with $166 million in regulatory assets, lists Kelly Van Deusen on its Form ADV as Chief Compliance Officer. The SEC filings also name Kelly at 1 other registered adviser.
Firms and roles
- Skybound Wealth USAChief Compliance OfficerWealth manager · Houston, TX · $166M in regulatory assets
- Oxford Wealth ManagementChief Compliance OfficerWealth manager · Lindon, UT · $110M in regulatory assets
AtlasMembers
Kelly’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 each firm
- 2 firmsLocked
- Control-person status
- Locked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
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
- Joshua J. BurtonCfo/direct Owner, Skybound Wealth USA
- Taylor M VowlesCEO, Oxford Wealth Management
- Cameron J. ArchibaldChief Financial Officer, Oxford Wealth Management
- David W. LysenkoChief Operating Officer, Oxford Wealth Management
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Kelly’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.