BOYD WEALTH MANAGEMENT, LLC

Overview

Boyd Wealth Management, LLC is an independent registered investment adviser that structures portfolios around public funds and broad-market ETFs while also maintaining access to a range of third‑party alternative managers. The firm serves both individual and family clients as well as institutional and business clients, offering financial planning, portfolio management for individuals and businesses, and pension consulting. Fee arrangements are a mix of percentage of AUM and fixed fees, and the firm also operates as an insurance broker, which influences its use of insurance‑linked products such as annuities within client solutions. Investment activity shows a clear tilt toward public funds and passive vehicles for core equity exposure, supplemented by allocations to external alternative managers where private equity, venture capital, real estate, commodities and collateralized debt are used to pursue diversification, return enhancement and uncorrelated sources of risk. Boyd Wealth Management does not identify as an active ESG investor and its registered footprint is single‑state.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices