Boyd Wealth Management, Llc
SEC-registered
Insurance-Affiliated · Small ($100M–$1B)
CRD 293990
· SEC file 801-113198
· Sacramento, CA
· www.linkedin.com
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ADV data as of Mar 16, 2026
- Regulatory AUM
- $410M
- Discretionary
- $410M
- Clients
- 162
- Avg AUM / client
- $2.5M
- Accounts
- 494
- Employees
- 6
AUM over time
$0
$410M
Dec 2017
Dec 2025
Annual snapshots from Form ADV filings · as of Mar 16, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 51 | $13.9M | 3.39% |
| High net worth individuals | 87 | $316M | 77.1% |
| Pension and profit sharing plans | 22 | $77.0M | 18.8% |
| Corporations and other businesses | 2 | $2.8M | 0.69% |
People (5)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Brian Adam Boyd | Managing Member | CFP Chartered Financial Consultant | May 2018 (8y) | 75% or more |
| Ryan Kirk Triplett | Managing Member/Chief Compliance Officer | CFP Chartered Financial Consultant | May 2018 (8y) | 25% – 50% |
| Justin H Steingraber | Registered representative | CFA | Aug 2020 (6y) | |
| Colby Dotson | Registered representative | CFP | Dec 2023 (3y) | |
| Jiyao Peng | Registered representative | Apr 2025 (1y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/16/2026 | 977 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
Custody
Reported custodians
- Charles Schwab & Co. $333M (81% of AUM) Mar 2026
- John Hancock Funds, Llc $52.0M (13% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 16, 2026.
View current Form ADV (SEC/IAPD) ↗