BOYD WEALTH MANAGEMENT, LLC

SACRAMENTO, California·3 registered advisors·CRD# 293990

SEC# 801-1131980(916) 367-0532

01

Firm Overview

AUM

$306M

Regulatory assets under management

Employees

5

Total firm employees

Advisors

3

Registered representatives

02

Services & Fees

Advisory Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Compensation

Percentage of AUM

Subscription fees

03

Specialties

Financial Planning Investment Management Wealth Management

04

Advisors at BOYD WEALTH MANAGEMENT, LLC

3 registered advisors

Brian Adam Boyd

SACRAMENTO, California

Kaitlyn S H Garlick

SACRAMENTO, California

Ryan Kirk Triplett

SACRAMENTO, California

05

Office Locations

SACRAMENTO, California

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Data sourced from SEC Form ADV filings. BOYD WEALTH MANAGEMENT, LLC (CRD# 293990) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.