Boyd Wealth Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Sacramento, CA. Its latest Form ADV filing, dated March 16, 2026, reports $410M in regulatory assets under management, 6 employees, and 494 accounts.
Assets Under Management
$410M
Employees
6
Offices
--
Total Clients
162
Primary office
SACRAMENTO, CA
1545 RIVER PARK DRIVE, SUITE 202, SACRAMENTO, CA, United States
Top client segmentHNWI represent 53.7% of total clients.
Top client categories% of clientsClients
1
HNWI
53.7%
87
2
Individuals
31.5%
51
3
Pension Plans
13.6%
22
4
Corporations
1.2%
2
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$410Mas of March 16, 2026
Discretionary100.0%
$410M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$410M
Total Accounts494
10Y AUM Change+$410M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees6
Clients per Employee27:1
10Y Employee Change+3 (+100.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.