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BOYD WEALTH MANAGEMENT, LLC
CRD 293990 · SEC 801-113198
1545 RIVER PARK DRIVE, SUITE 202, SACRAMENTO, CA, 95815, United States
Phone
(916) 367-0532
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$409.8M
Discretionary AUM
$409.8M
Team
6 total employees; 5 advisory reps; 1 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-16
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 51 | $13.9M |
| High net worth individuals | 87 | $316.1M |
| Pension/profit sharing plans | 22 | $77.0M |
| Corporations/business entities | 2 | $2.8M |
States served
CA, FL
All web addresses on file
Official SEC filing: View on IAPD