Overview
Assets Under Management: $345 million
Headquarters: SACRAMENTO, CA
High-Net-Worth Clients: 82
Average Client Assets: $3 million
Frequently Asked Questions
BOYD WEALTH MANAGEMENT, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #293990), BOYD WEALTH MANAGEMENT, LLC is subject to fiduciary duty under federal law.
BOYD WEALTH MANAGEMENT, LLC is headquartered in SACRAMENTO, CA.
BOYD WEALTH MANAGEMENT, LLC serves 82 high-net-worth clients according to their SEC filing dated March 05, 2025. View client details ↓
According to their SEC Form ADV, BOYD WEALTH MANAGEMENT, LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and pension consulting services. View all service details ↓
BOYD WEALTH MANAGEMENT, LLC manages $345 million in client assets according to their SEC filing dated March 05, 2025.
According to their SEC Form ADV, BOYD WEALTH MANAGEMENT, LLC serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting
Clients
Number of High-Net-Worth Clients: 82
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 76.06
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 452
Discretionary Accounts: 452
Regulatory Filings
CRD Number: 293990
Last Filing Date: 2025-03-05 00:00:00
Website: https://boyd-wealth.com