Boyd Wealth Management provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, business succession planning, education planning, estate planning, insurance, philanthropic planning, and tax planning. Financial planning was provided to 1–10 clients last fiscal year.
Boyd Wealth Management reports 162 clients. They include 87 high-net-worth individuals, 51 individual clients, and 22 pension and profit-sharing plans. Of its assets, 100.0% ($410M across 494 accounts) are managed with discretion. It advised 1 client without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 31% | 3% |
| High-net-worth individuals | 54% | 77% |
| Pension and profit-sharing plans | 14% | 19% |
| Corporations and other businesses | 1% | <1% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 51 | $13.9M | 3.4% | $272K |
| High-net-worth individuals | 87 | $316M | 77.1% | $3.63M |
| Pension and profit-sharing plans | 22 | $77M | 18.8% | $3.5M |
| Corporations and other businesses | Fewer than 5 | $2.81M | 0.7% | $1.41M |
| Total | 162 | $410M | 100% | — |
- Clients
- 51
- Regulatory AUM
- $13.9M
- AUM share
- 3.4%
- Avg. per client
- $272K
- Clients
- 87
- Regulatory AUM
- $316M
- AUM share
- 77.1%
- Avg. per client
- $3.63M
- Clients
- 22
- Regulatory AUM
- $77M
- AUM share
- 18.8%
- Avg. per client
- $3.5M
- Clients
- Fewer than 5
- Regulatory AUM
- $2.81M
- AUM share
- 0.7%
- Avg. per client
- $1.41M
Total
- Clients
- 162
- Regulatory AUM
- $410M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 1
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 1–10
Boyd Wealth Management charges 0.40%–1.25% a year for its Comprehensive Wealth Management. Each asset band is charged at its own rate. The fee is billed in advance and has a $20,000 annual minimum. The brochure also prices 2 other services, listed under fee details.
| Asset band | Annual rate |
|---|---|
| $0–$1M | 1.25% |
| $1M–$2M | 0.75% |
| $2M–$5M | 0.60% |
| $5M–$10M | 0.50% |
| $10M and above | 0.40% |
Fee details and sources
Other fees
- Financial planning
- Financial planning is a one-time or flat annual fee that typically starts at $5,000.
- Retirement plan consulting
- Retirement plan fees are negotiable: asset-based from 0.00% to 1.25%, a flat fee of $0 to $100,000, or a project fee of $0 to $25,000.
Brian Boyd owns 50% to 75% of Boyd Wealth Management. The leadership team of Boyd Wealth Management includes Chief Compliance Officer Ryan Triplett. It has 6 employees, 5 of them in advisory roles.
Staff
- 6 employees
- 5 in advisory functions
- 5 state-registered reps
- 4 insurance agents
- Owns 50% to 75% of Boyd Wealth Management, LLC
Brian Boyd
Control person · since May 2018
- Owns 10% to 25% of Boyd Wealth Management, LLC
Ryan Triplett
Control person · since May 2018
- Owns 5% to 10% of Boyd Wealth Management, LLC
Justin Steingraber
Control person · since January 2026
Boyd Wealth Management’s regulatory assets grew 2.0× from $206M (April 2021) to $410M (March 2026); clients rose from 111 to 162 and employees from 4 to 6.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Mar 2026March 2026 | $410M | 162 | 6 | 1 |
| May 2025May 2025 | $345M | 146 | 6 | 1 |
| Mar 2024March 2024 | $306M | 135 | 5 | 1 |
| May 2023May 2023 | $250M | 125 | 4 | 1 |
| Apr 2022April 2022 | $261M | 119 | 5 | 1 |
| Apr 2021April 2021 | $206M | 111 | 4 | 1 |
Besides its headquarters, Boyd Wealth Management has 0 offices, with 1 listed address in 1 state.
California · 1 listed address
- 1545 River Park Drive, Suite 202, SacramentoHQ
Contact and registration details
- Legal name
- Boyd Wealth Management, LLC
- Headquarters
- 1545 River Park Drive, Suite 202, Sacramento, CA 95815
- Website
- boyd-wealth.com
- Phone
- 916-367-0532
- @boyd-wealth-management-llc
- SEC file
- 801-113198
- Founded
- 2018
- Structure
- California LLC
- Fiscal year end
- December
Boyd Wealth Management’s named custodians for separately managed accounts are Charles Schwab ($333M, 86%) and John Hancock ($52M, 14%). Boyd Wealth Management has custody of $91.6M for 68 clients.
- Charles SchwabCharles Schwab & Co., Inc. · San Francisco, CA · $333M86%
- John HancockJohn Hancock · Boston, MA · $52M14%
At year end, Boyd Wealth Management’s separately managed accounts were mostly in funds (85%) and cash (12%). Its reported 13F holdings for the quarter ended 31 March 2026 total $236M across 48 positions; the largest are Vanguard Index Fds (21.2%), Vanguard Index Fds (9.8%) and SPDR Series Trust (9.4%).
What the accounts hold
- Stocks3%
- Funds85%
- Cash12%
How many clients does Boyd Wealth Management have?
Boyd Wealth Management has 162 clients and manages $410 million for them, as of March 2026. They include 87 high-net-worth individuals, 51 individual clients, and 22 pension and profit-sharing plans.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 16 March 2026
What services does Boyd Wealth Management offer?
Boyd Wealth Management provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, business succession planning, education planning, estate planning, insurance, philanthropic planning, and tax planning.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
How much does Boyd Wealth Management charge?
Boyd Wealth Management charges 0.40%–1.25% a year for its Comprehensive Wealth Management. Each asset band is charged at its own rate. The fee is billed in advance and has a $20,000 annual minimum.
Source: FORM ADV PART 2A & 2B - FIRM BROCHURE, filed 16 March 2026
Which custodians does Boyd Wealth Management use?
Boyd Wealth Management’s separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $333M and John Hancock (Boston, MA), with $52M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 16 March 2026
How many financial advisors does Boyd Wealth Management have?
Boyd Wealth Management has 5 investment adviser representatives registered with state securities authorities, out of 6 employees, and 5 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 4 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Boyd Wealth Management invest in?
At the end of its last fiscal year, Boyd Wealth Management’s separately managed accounts held 85% registered funds (mutual funds, ETFs, BDCs), 12% cash and equivalents and 3% exchange-traded equities.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Boyd Wealth Management?
Boyd Wealth Management’s direct owners are Justin Steingraber (5% to 10%), Ryan Triplett (10% to 25%) and Brian Boyd (50% to 75%).
Source: Form ADV Part 1A, Schedules A and B, filed 16 March 2026
How does Boyd Wealth Management get paid?
Boyd Wealth Management is paid through a percentage of assets under management and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Boyd Wealth Management?
Boyd Wealth Management’s main office is at 1545 River Park Drive, Suite 202, Sacramento, CA 95815. Its phone number is 916-367-0532. Its website is boyd-wealth.com.
