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Boyd Wealth Management, LLC

● SEC registered since 2018CRD 293990SEC# 801-113198Sacramento, CA
Export (members)
Reg. AUM
$345M
Employees
6
Accounts
452
Location
Sacramento, CA

Boyd Wealth Management, LLC assets under management

Boyd Wealth Management, LLC operates as an SEC-registered investment adviser based in Sacramento, CA. The firm has been registered since 2018. It reports $345 million in regulatory assets under management and employs 6 people.
www.linkedin.com/company/boyd-wealth-management-llcView on SEC.gov ↗

Boyd Wealth Management, LLC owners & executives

2 reported
NameTitleOwnershipSince
Brian Adam Boyd ControlManaging MemberOver 75%2018
Ryan Kirk Triplett ControlManaging Member/Chief Compliance Officer25-50%2018

Frequently asked questions

How much does Boyd Wealth Management, LLC manage?

Boyd Wealth Management, LLC reports $345 million in regulatory assets under management on its Form ADV.

How many employees does Boyd Wealth Management, LLC have?

Boyd Wealth Management, LLC reports 6 employees.

Where is Boyd Wealth Management, LLC located?

Boyd Wealth Management, LLC is based in Sacramento, CA and has been SEC-registered since 2018.

Does Boyd Wealth Management, LLC disclose fund performance?

Boyd Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address1375 Exposition Blvd, Suite 220, Sacramento, CA 95815
Phone(916) 367-0532
Office hours8a.m.-5p.m.
SEC regionSan Francisco Regional Office (SFRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$345M
Non-discretionary$0
Total (RAUM)$345M