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- Custodian
- Charles Schwab & Company · John Hancock
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 05-11-2018
- Office Locations
- 2
Office Locations
About Boyd Wealth Management, LLC
Boyd Wealth Management is a Sacramento-based RIA serving affluent families and business owners, typically with $2M–$50M in investable assets. The firm provides comprehensive wealth management and personalized planning, including disciplined, diversified portfolio construction, tax planning, retirement distribution, and business retirement, exit and succession strategies. Investment approach emphasizes evidence-based security selection, rebalancing and tax efficiency, with a high-touch client experience; custodial relationships include Charles Schwab.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
BRIAN ADAM BOYD
Managing Member, Managing Partner
- CRD
- #3091368
- Ownership
- 50% but less than 75%
RYAN KIRK TRIPLETT
Chief Compliance Officer, Managing Member
- CRD
- #5329858
- Ownership
- 10% but less than 25%
Showing 2 of 3 owners & executives
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Colby Dotson
--
- CRD
- #6784916
Jiyao Peng
--
- CRD
- #7488019
Showing 2 of 5 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $409,801,993 | $829,559 |
| Non-Discretionary | $0 | -- |
| Total | $409,801,993 | $829,559 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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