BOYD WEALTH MANAGEMENT, LLC

BOYD WEALTH MANAGEMENT, LLC of SACRAMENTO, CA is an SEC-registered investment adviser (CRD 293990). Regulatory assets under management: $409.8M.

Registration

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth, Pooled vehicles, Pensions.

Officers, owners & control persons (6)

NameRoleLocation
Ryan Kirk TriplettMANAGING MEMBER/CHIEF COMPLIANCE OFFICER
Brian Adam BoydMANAGING MEMBER
Justin H SteingraberPORTFOLIO MANAGER/PARTNER
TRIPLETT RYAN KIRKCHIEF COMPLIANCE OFFICER & MANAGING MEMBER; MANAGING MEMBER; MANAGING MEMBER/CHIEF COMPLIANCE OFFICER
BOYD BRIAN ADAMMANAGING MEMBER
GARLICK KAITLYN S HCHIEF COMPLIANCE OFFICER

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