Boyd Wealth Management, LLC
RIA
Firm record
As recorded in SEC IAPD
- Firm CRD
- 293990
- SEC number
- 801-113198
- Firm type
- RIA
- Assets under management
- $409.8M as of Mar 16, 2026
- Website
- www.linkedin.com/company/boyd-wealth-management-llc ↗
- Phone
- (916) 367-0532
- Address
- 1545 River Park Drive, Sacramento, CA, 95815
Advisors at this firm
5 in our index · page 1 of 1
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Brian Adam BoydCRD 3091368 · Sacramento, CAIA RegisteredRegistration inactive
-
Colby DotsonCRD 6784916 · Sacramento, CAIA RegisteredRegistration inactive
-
Jiyao PengCRD 7488019 · Sacramento, CAIA RegisteredRegistration inactive
-
Justin H SteingraberCRD 5682293 · Sacramento, CAIA RegisteredRegistration inactive
-
Ryan Kirk TriplettCRD 5329858 · Sacramento, CAIA RegisteredRegistration inactive
1–5 of 5
Source & corrections
Where this page comes from
Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.
SEC IAPD record for firm CRD 293990 ↗
FINRA BrokerCheck record for firm CRD 293990 ↗
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Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.
Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.