Boyd Wealth Management, LLC
● SEC registered since 2018CRD 293990SEC# 801-113198Sacramento, CA
Reg. AUM
$409.8M
Employees
6
Accounts
494
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 $409.8 million in regulatory assets under management and employs 6 people.
Boyd Wealth Management, LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Brian Adam Boyd Control | Managing Member | 50-75% | 2018 |
| Justin H Steingraber Control | Portfolio Manager/Partner | 5-10% | 2026 |
| Ryan Kirk Triplett Control | Managing Member/Chief Compliance Officer | 10-25% | 2018 |
Frequently asked questions
How much does Boyd Wealth Management, LLC manage?
Boyd Wealth Management, LLC reports $409.8 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
| Address | 1545 River Park Drive, Suite 202, Sacramento, CA 95815 |
| Phone | (916) 367-0532 |
| Office hours | 8a.m.-5p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$409.8M▲ 19%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 53%
Larger than 47% of 16,271 advisers
EmployeesTop 56%
More than 44% of 16,825 advisers
Assets under management
$409.8Mregulatory AUM
Discretionary $409.8M