Boyd Wealth Management, LLC

RIASEC RegisteredEst. 2018

Total AUM

$410M

Discretionary

$410M

100% of AUM

Avg account

$830K

Accounts

494

Employees

Advisory reps

Firm details

Headquarters: Sacramento, California
CRD number: 293990
Registered since: May 11, 2018
Website: www.boyd-wealth.com
Custodians: CHARLES SCHWAB & CO., INC., RETIREMENT PLAN RECORDKEEPER
Fee structure: Percentage of AUM, Fixed Fees
Client types: HNWI77.14%
Pension & Profit Sharing Plans18.79%
Individuals3.39%
Corporations / Businesses0.69%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting

Firm profile

FINTRX

Overview

Boyd Wealth Management, LLC is an independent, SEC-registered RIA formed in 2018 and organized as an LLC with individual ownership. The firm serves both individuals/families and institutional clients, charging a mix of percentage-of-AUM and fixed fees. Its advisory services include comprehensive financial planning, discretionary portfolio management for individuals and small businesses, portfolio management for institutions, and pension consulting. The firm also operates as an insurance broker and uses insurance products such as annuities within client solutions. Boyd does not identify as an active ESG investor and is not structured as a capital allocator; it relies on external managers for alternative exposures.