Boyd Wealth Management, LLC
Firm details
- Headquarters
- Sacramento, California
- CRD number
- 293990
- Registered since
- May 11, 2018
- Website
- www.boyd-wealth.com
- Custodians
- CHARLES SCHWAB & CO., INC., RETIREMENT PLAN RECORDKEEPER
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI77.14%
- Pension & Profit Sharing Plans18.79%
- Individuals3.39%
- Corporations / Businesses0.69%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting
Firm profile
FINTRXOverview
Boyd Wealth Management, LLC is an independent, owner-operated registered investment advisor that registered with the SEC in 2018. The firm serves both individual and family clients as well as institutional clients, combining financial planning, portfolio management for individuals/small businesses and for businesses or institutions, and pension consulting. Boyd also operates as an insurance broker and charges clients using a mix of percentage-of-AUM fees and fixed fees. The firm does not operate as a capital allocator and is not characterized as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds85%
- Cash & Cash Equivalents12%
- Exchange Traded Equities3%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 43Active vs passive
$306M in ETFs
99%
$304M
1%
$2.8M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD S&P 500 ETF (VOO) | Vanguard | Passive | Large Blend | $62.6M | 89,348 | 20.44% |
Location
Sacramento, CA
Sacramento
Location
Sacramento, CA
Headquartered in Sacramento, CA, anchoring the Sacramento-Roseville, CA metro in the West.
- Metro area
- Sacramento-Roseville, CA
- Region
- West
- County
- Sacramento
- Address
- 1545 River Park Dr
- Time zone
- PT (UTC-8)
- Office locations
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