Ryan Triplett has been Managing Member/Chief Compliance Officer of Boyd Wealth Management since May 2018, is a control person of the firm and directly owns between 10% and 25% of it.
Boyd Wealth Management, LLC is a Sacramento, CA firm with $410M under management, 162 clients and 5 advisers in one office, as of its March 2026 filing.
Ryan K Triplett is Partner, Wealth Advisor and Chief Compliance Officer of Boyd Wealth Management, based in Sacramento, California. He specializes in financial planning, tax planning and business retirement plans.
Ryan Triplett’s longest registration is the current one, 8 years at Boyd Wealth Management since 2018. Before joining Boyd Wealth Management in 2018, Ryan Triplett was registered through Northwestern Mutual Investment Services,llc.
- Boyd Wealth Management, LLCCurrent– present · 8 yearsSacramento, CA · Adviser representative · Firm CRD 293990
- Northwestern Mutual Investment Services,llc– · 8 yearsSacramento, CA · Adviser representative · Firm CRD 2881
Professional designations
Listed by Boyd Wealth Management
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Chartered Financial Consultant (ChFC®)
- Accredited Investment Fiduciary (AIF®)
- Chartered Life Underwriter (CLU®)
- Retirement Income Certified Professional (RICP®)
- Chartered Advisor in Philanthropy (CAP®)
- Registered Health Underwriter (RHU®)
- Registered Employee Benefits Consultant (REBC®)
Investment adviser representative registrations
Ryan Triplett is registered as an investment adviser representative in 2 states. The first approvals date from May 2018; the most recent is Florida, in March 2026.
- CaliforniaSince 11 May 2018
- FloridaSince 12 March 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 9 | General Securities Sales Supervisor - Options Module Examination | 19 October 2009 |
| Series 10 | General Securities Sales Supervisor - General Module Examination | 5 October 2009 |
| Series 66 | Uniform Combined State Law Examination | 15 October 2007 |
| Series 7 | General Securities Representative Examination | 21 August 2007 |
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Sales Supervisor - Options Module Examination
- Name
- General Securities Sales Supervisor - General Module Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Ryan Kirk Triplett
- CRD
- 5329858
- Firm
- Boyd Wealth Management · CRD 293990
- Role
- Managing Member/Chief Compliance Officer
- Office
- 1545 RIVER PARK DRIVE, SUITE 202, Sacramento, CA 95815
- Registration
- Investment adviser registration
- In the industry since
- August 2007
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- boyd-wealth.com
Where does Ryan Triplett work?
Ryan Triplett has been Managing Member/Chief Compliance Officer of Boyd Wealth Management, LLC since May 2018, and is a control person of the firm.
Is Ryan Triplett a financial advisor?
Yes. Ryan Triplett has a current investment-adviser registration in California and Florida, through Boyd Wealth Management since May 2018.
How many years of experience does Ryan Triplett have?
Ryan Triplett has 19 years in the financial industry, since August 2007, across 2 adviser firms.
What exams has Ryan Triplett passed?
Ryan Triplett has passed 4 licensing exams: the Series 7, Series 66, Series 10 and Series 9. The earliest, the Series 7, was passed in August 2007. FINRA credited Ryan Triplett with the SIE, which began in October 2018.
Where is Ryan Triplett based?
Ryan Triplett’s registered office is in Sacramento, CA.
Is Ryan Triplett registered with FINRA?
No. Ryan Triplett has no current broker registration.
Is Ryan Triplett a CFP?
Boyd Wealth Management lists Ryan Triplett with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Ryan Triplett’s record?
Search CRD 5329858 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Ryan Triplett’s full registration record.
