# Boyd Wealth Management

Boyd Wealth Management is a Bank / Wealth / Trust based in Sacramento, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Sacramento, United States
- **Region:** North America
- **Address:** Sacramento, CA, United States
- **Founded:** 2018
- **Assets under management:** Undisclosed
- **Website:** boyd-wealth.com
- **LinkedIn:** https://www.linkedin.com/company/boyd-wealth-management-llc

## Regulatory record

- **CRD number:** 293990
- **SEC file number:** 801-113198
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-03-16T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/293990

## About

Boyd Wealth Management was established in 2018 and maintains its headquarters in Sacramento, California. The firm functions as a registered investment advisor, offering portfolio management, comprehensive financial planning, and wealth advisory services to individuals, high-net-worth families, and business entities across the United States. The wealth origin of the underlying principals has not been publicly disclosed, and the firm operates without a publicly named founding figurehead, reflecting a service-driven rather than a personality-driven structure. The firm's investment strategy blends conventional multi-asset wealth management with direct allocations to venture capital. While the bulk of client assets are managed across traditional public-market asset classes, Boyd dedicates a meaningful sleeve of its discretionary portfolios to early-stage private companies. The geographic focus is primarily domestic, centered on California and broader US opportunities. No specific portfolio company names or co-investment partners have been publicly confirmed. As a boutique Sacramento-based practice, Boyd Wealth Management's team size and total regulatory assets under management remain undisclosed. The firm does not publicize adjacent philanthropic vehicles, club memberships, or separate operating entities. No dated operational milestones from the last 24 months, such as fund closes, senior hires, or office expansions, have been publicly reported. Boyd's structure as a wealth management firm that systematically allocates client capital to venture capital sets it apart from conventional RIAs that restrict private-market exposure to qualified purchaser-only side vehicles. By embedding venture allocation as a standard component of its advisory model, the firm offers non-institutional wealthy families a pathway to early-stage deal participation that typically requires direct angel networking or dedicated VC fund commitments — a posture that reflects a hybrid advisory/venture access model unusual for a Sacramento-based RIA.

## Sectors

- Venture Capital

## Related profiles

- [Boyce & Associates Wealth Consulting](https://altss.com/profile/boyce-associates-wealth-consulting)
- [Boys & Girls Clubs of San Francisco Endowment Trust](https://altss.com/profile/boys-girls-clubs-of-san-francisco-endowment-trust)

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Last updated: 2026-06-03T20:00:00.000Z

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