BOYD WEALTH MANAGEMENT, LLC
CRD #293990 SEC #801-113198 SACRAMENTO, CA (916) 367-0532
SEC Registered
Total AUM
$345M
Discretionary
$345M
Employees
6
Clients
10
Accounts
452
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| May 2025 | $345M | $345M | $0 | 6 | 1 |
| Mar 2025 | $345M | $345M | $0 | 5 | 1 |
| Mar 2025 | $345M | $345M | $0 | 5 | 1 |
| Mar 2024 | $305.5M | $305.5M | $0 | 5 | 0 |
| Jan 2024 | $250.3M | $250.3M | $0 | 5 | 0 |
| May 2023 | $250.3M | $250.3M | $0 | 4 | 0 |
| Mar 2023 | $250.3M | $250.3M | $0 | 5 | 0 |
| Mar 2023 | $250.3M | $250.3M | $0 | 5 | 0 |
| Mar 2023 | $250.3M | $250.3M | $0 | 4 | 0 |
| Mar 2023 | $260.5M | $260.5M | $0 | 4 | 0 |
| Oct 2022 | $260.5M | $260.5M | $0 | 4 | 0 |
| Apr 2022 | $260.5M | $260.5M | $0 | 5 | 0 |
| Mar 2022 | $260.5M | $260.5M | $0 | 5 | 0 |
| Dec 2021 | $205.9M | $205.9M | $0 | 5 | 0 |
| Oct 2021 | $205.9M | $205.9M | $0 | 5 | 0 |
| Apr 2021 | $205.9M | $205.9M | $0 | 4 | 0 |
| Mar 2021 | $205.9M | $205.9M | $0 | 4 | 0 |
| Mar 2021 | $205.9M | $205.9M | $0 | 4 | 0 |
| Aug 2020 | $150.5M | $150.5M | $0 | 4 | 18 |
| Aug 2020 | $150.5M | $150.5M | $0 | 4 | 18 |
| Jun 2020 | $150.5M | $150.5M | $0 | 3 | 18 |
| Jun 2020 | $150.5M | $150.5M | $0 | 3 | 18 |
| Jun 2020 | $150.5M | $150.5M | $0 | 3 | 18 |
| Feb 2020 | $150.5M | $150.5M | $0 | 4 | 18 |
| Nov 2019 | $115.8M | $115.8M | $0 | 4 | 18 |
| Jun 2019 | $115.8M | $115.8M | $0 | 4 | 18 |
| May 2019 | $115.8M | $115.8M | $0 | 4 | 18 |
| May 2019 | $115.8M | $115.8M | $0 | 4 | 18 |
| May 2019 | $115.8M | $115.8M | $0 | 5 | 18 |
| Apr 2019 | $115.8M | $115.8M | $0 | 4 | 18 |
| Apr 2019 | $115.8M | $115.8M | $0 | 4 | 18 |
| Apr 2019 | $115.8M | $115.8M | $0 | 4 | 18 |
| Mar 2019 | $115.8M | $115.8M | $0 | 4 | 18 |
| Dec 2018 | $113.4M | $113.4M | $0 | 4 | 0 |
| Nov 2018 | $113.4M | $113.4M | $0 | 4 | 0 |
| Aug 2018 | $113.4M | $113.4M | $0 | 3 | 0 |
| Aug 2018 | $113.4M | $113.4M | $0 | 3 | 0 |
| Aug 2018 | $0 | $0 | $0 | 3 | 0 |
| May 2018 | $0 | $0 | $0 | 3 | 0 |
| Apr 2018 | $0 | $0 | $0 | 3 | 0 |
DateMay 2025
Total AUM$345M
Discretionary$345M
Non-Disc.$0
Employees6
Clients1
DateMar 2025
Total AUM$345M
Discretionary$345M
Non-Disc.$0
Employees5
Clients1
DateMar 2025
Total AUM$345M
Discretionary$345M
Non-Disc.$0
Employees5
Clients1
DateMar 2024
Total AUM$305.5M
Discretionary$305.5M
Non-Disc.$0
Employees5
Clients0
DateJan 2024
Total AUM$250.3M
Discretionary$250.3M
Non-Disc.$0
Employees5
Clients0
DateMay 2023
Total AUM$250.3M
Discretionary$250.3M
Non-Disc.$0
Employees4
Clients0
DateMar 2023
Total AUM$250.3M
Discretionary$250.3M
Non-Disc.$0
Employees5
Clients0
DateMar 2023
Total AUM$250.3M
Discretionary$250.3M
Non-Disc.$0
Employees5
Clients0
DateMar 2023
Total AUM$250.3M
Discretionary$250.3M
Non-Disc.$0
Employees4
Clients0
DateMar 2023
Total AUM$260.5M
Discretionary$260.5M
Non-Disc.$0
Employees4
Clients0
DateOct 2022
Total AUM$260.5M
Discretionary$260.5M
Non-Disc.$0
Employees4
Clients0
DateApr 2022
Total AUM$260.5M
Discretionary$260.5M
Non-Disc.$0
Employees5
Clients0
DateMar 2022
Total AUM$260.5M
Discretionary$260.5M
Non-Disc.$0
Employees5
Clients0
DateDec 2021
Total AUM$205.9M
Discretionary$205.9M
Non-Disc.$0
Employees5
Clients0
DateOct 2021
Total AUM$205.9M
Discretionary$205.9M
Non-Disc.$0
Employees5
Clients0
DateApr 2021
Total AUM$205.9M
Discretionary$205.9M
Non-Disc.$0
Employees4
Clients0
DateMar 2021
Total AUM$205.9M
Discretionary$205.9M
Non-Disc.$0
Employees4
Clients0
DateMar 2021
Total AUM$205.9M
Discretionary$205.9M
Non-Disc.$0
Employees4
Clients0
DateAug 2020
Total AUM$150.5M
Discretionary$150.5M
Non-Disc.$0
Employees4
Clients18
DateAug 2020
Total AUM$150.5M
Discretionary$150.5M
Non-Disc.$0
Employees4
Clients18
DateJun 2020
Total AUM$150.5M
Discretionary$150.5M
Non-Disc.$0
Employees3
Clients18
DateJun 2020
Total AUM$150.5M
Discretionary$150.5M
Non-Disc.$0
Employees3
Clients18
DateJun 2020
Total AUM$150.5M
Discretionary$150.5M
Non-Disc.$0
Employees3
Clients18
DateFeb 2020
Total AUM$150.5M
Discretionary$150.5M
Non-Disc.$0
Employees4
Clients18
DateNov 2019
Total AUM$115.8M
Discretionary$115.8M
Non-Disc.$0
Employees4
Clients18
DateJun 2019
Total AUM$115.8M
Discretionary$115.8M
Non-Disc.$0
Employees4
Clients18
DateMay 2019
Total AUM$115.8M
Discretionary$115.8M
Non-Disc.$0
Employees4
Clients18
DateMay 2019
Total AUM$115.8M
Discretionary$115.8M
Non-Disc.$0
Employees4
Clients18
DateMay 2019
Total AUM$115.8M
Discretionary$115.8M
Non-Disc.$0
Employees5
Clients18
DateApr 2019
Total AUM$115.8M
Discretionary$115.8M
Non-Disc.$0
Employees4
Clients18
DateApr 2019
Total AUM$115.8M
Discretionary$115.8M
Non-Disc.$0
Employees4
Clients18
DateApr 2019
Total AUM$115.8M
Discretionary$115.8M
Non-Disc.$0
Employees4
Clients18
DateMar 2019
Total AUM$115.8M
Discretionary$115.8M
Non-Disc.$0
Employees4
Clients18
DateDec 2018
Total AUM$113.4M
Discretionary$113.4M
Non-Disc.$0
Employees4
Clients0
DateNov 2018
Total AUM$113.4M
Discretionary$113.4M
Non-Disc.$0
Employees4
Clients0
DateAug 2018
Total AUM$113.4M
Discretionary$113.4M
Non-Disc.$0
Employees3
Clients0
DateAug 2018
Total AUM$113.4M
Discretionary$113.4M
Non-Disc.$0
Employees3
Clients0
DateAug 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateMay 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateApr 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0