BOYD WEALTH MANAGEMENT, LLC

1375 Exposition Blvd
Suite 220
Sacramento, California 95815
Tel: (916) 367-0532

About BOYD WEALTH MANAGEMENT, LLC

BOYD WEALTH MANAGEMENT, LLC, formally registered with the SEC as BOYD WEALTH MANAGEMENT, LLC. The firm was established in 05/11/2018. They have over 1 offices throughout the country.

BOYD WEALTH MANAGEMENT, LLC is a Sacramento, California based Financial Planning firm with nearly $250,337,737 assets under management, offering retirement planning & investment advisory services to 385 clients. The firm is staffed with 4 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	293990
SEC#	801-113198
Assets Managed by Firm	$250,337,737
No. of Clients	385
No. of Advisors	4

Fee Structure

A Percentage of AUM
Fixed Fees

Advisory Services Provided

Financial Planning
Portfolio Management for Individuals
Portfolio Management for Business
Pension Consulting Services

Firm Client Information

	No. of Clients	AUM
Firm Total	385	$250,337,737
Individuals (other than high net worth individuals)	45	$24,595,808
High net worth individuals	58	$170,939,955
Pension and profit sharing plans	22	$54,801,974

Inquire with BOYD WEALTH MANAGEMENT, LLC

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