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 $345,018,336 assets under management, offering retirement planning & investment advisory services to 452 clients. The firm is staffed with 5 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	293990
SEC#	801-113198
Assets Managed by Firm	$345,018,336
No. of Clients	452
No. of Advisors	5

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services

Firm Client Information

	No. of Clients	AUM
Firm Total	452	$345,018,336
Individuals (other than high net worth individuals)	39	$13,124,397
High net worth individuals	82	$262,434,150
Pension and profit sharing plans	23	$66,963,505
Corporations or other businesses	2	$2,496,284

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