DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
SEC-registered adviser
Boyd Wealth Management, LLC
Latest filing Mar 16, 2026
First filing on the tape Apr 10, 2018 · 44 filings
SEC status approved since May 11, 2018
RAUM
$410M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
81%
$330M individuals and HNW
Advisors
5
registered through the firm on IAPD
RAUM per advisor
$82.0M
derived; firm RAUM over IAPD count
Employees
6
5 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
44 filings and snapshots on the tape
RAUM$410M as of Mar 16, 2026
Mar 12, 2019$116M then
HNW client RAUM$316M as of Mar 16, 2026
Mar 12, 2019$103M then
State-registered IARs (5.B.3)5 as of Mar 16, 2026
Mar 12, 20192 then
Employees (5.A)6 as of Mar 16, 2026
Mar 12, 20194 then
Private funds: no history
RAUM +19% over the last fiscal year+18% a year over threeIARs 4 to 5
Practice profile
derived from the filing of Mar 16, 2026; every figure names its basis
Archetypes, each a printed rule
- Independent boutique · a wealth manager with no broker-dealer, bank or insurance affiliate, 2 to 25 advisors, one to three offices, no public reporting company control
- RAUM per advisor
- $82.0MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 28derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $3.6MderivedHNW RAUM over HNW clients
- Average account
- $829,559derivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 19%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 1.2derivedItem 5.A over advisors
- Advisors per office
- 5.0derived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- +19%derivedbetween the last two annual amendments
- Advisor growth, one year
- +25%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- +14%derived
- Compensation
- percentage of assets, fixed feesreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individuals, portfolio management for businesses and institutions, pension consultingreportedItem 5.G
- Custody
- $91.6M, 68 clientsreportedItem 9.A
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- is an insurance broker or agent (6.A.6)
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- compensates persons for client referrals (8.G.1)
- compensates non-employees for client referrals (8.G.2)
- has custody of client cash or bank accounts (9.A.1.a)
- has custody of client securities (9.A.1.b)
- marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$316M77%
- Pension and profit-sharing plans$77.0M19%
- Individuals$13.9M3.4%
- Corporations and businesses$2.8M0.7%
- Individual clients
- 51reported
- HNW clients
- 87reported
- Pension plan clients
- 22reported
- Charitable clients
- 0reported
- Accounts
- 494reported
- Financial planning clients
- 1-10reported
- Wrap fee programs
- noreported
- Custody of client assets
- $91.6M for 68 clientsreported
- Compensation
- % of AUM, fixedreported
- Class basis
- private_client_share=0.81 fund_share=0.0 institutional_share=0.19 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
5 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| Ryan Kirk TriplettCertified Financial Planner, Chartered Financial Consultant | Sacramento, Ca | May 11, 2018 | 19 y | 1 |
| Brian Adam BoydCertified Financial Planner, Chartered Financial Consultant | Sacramento, Ca | May 11, 2018 | 31 y | 1 |
| Justin H SteingraberChartered Financial Analyst | Sacramento, Ca | Aug 7, 2020 | 16 y | 4 |
| Colby DotsonCertified Financial Planner | Sacramento, Ca | Dec 18, 2023 | 10 y | 4 |
| Jiyao Peng | Sacramento, Ca | Apr 1, 2025 | 12 y | 1 |
Advisor movement
0 left, 0 joined in 12 months
net 0 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount0 left over 36 months
Left, latest
- Mark Patzer to Karp Capital Management CorporationJun 1, 2020 · RIA to RIA
Joined, latest
- Jiyao Peng from Mariner Advisor NetworkApr 1, 2025 · Affiliated broker-dealer or bank to independent RIA
- Colby Dotson from Charles Schwab & Co., Inc.Dec 18, 2023 · Affiliated broker-dealer or bank to independent RIA
- Justin H Steingraber from Wells Fargo AdvisorsAug 7, 2020 · Wirehouse to independent RIA
- Mark Patzer from First Allied Advisory Services, Inc.May 1, 2019 · Affiliated broker-dealer or bank to independent RIA
- Brian Adam Boyd from Northwestern Mutual Investment Services,LLCMay 11, 2018 · Other
- Ryan Kirk Triplett from Northwestern Mutual Investment Services,LLCMay 11, 2018 · Other
Teams: two or more advisors moving together within fourteen days, from one state
- 2 joined from Northwestern Mutual Investment Services,LLCMay 17, 2018 · Sacramento, Ca
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- Adam Brian Boyd · Managing Membercontrolsince 05/2018 · owns 75% or more
- Kirk Ryan Triplett · Managing Member/Chief Compliance Officercontrolsince 05/2018 · owns 25% to 50%
Related persons
Schedule D 7.A
- Boyd Insurance Services, LLCreal estatey
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Sacramento, Ca · principal | 5 | 0 | 0 |
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Accounts · 452 to 494Jan 15, 2026 to Mar 16, 2026
- HNW clients · 82 to 87Jan 15, 2026 to Mar 16, 2026
- Individual clients · 39 to 51Jan 15, 2026 to Mar 16, 2026
- Pension plan clients · 23 to 22Jan 15, 2026 to Mar 16, 2026
- Assets in custody · $81.3M to $91.6MJan 15, 2026 to Mar 16, 2026
- Discretionary RAUM · $345M to $410MJan 15, 2026 to Mar 16, 2026
- HNW RAUM · $262M to $316MJan 15, 2026 to Mar 16, 2026
- Individual RAUM · $13.1M to $13.9MJan 15, 2026 to Mar 16, 2026
- Pension RAUM · $67.0M to $77.0MJan 15, 2026 to Mar 16, 2026
- RAUM · $345M to $410MJan 15, 2026 to Mar 16, 2026
- Advisory employees · 4 to 5Mar 13, 2025 to May 15, 2025
- Employees · 5 to 6Mar 13, 2025 to May 15, 2025
- Financial planning clients · 1-10 to 1-10Mar 13, 2025 to May 15, 2025
- State-registered IARs · 4 to 5Mar 13, 2025 to May 15, 2025
- Accounts · 457 to 452Mar 16, 2024 to Mar 5, 2025
- Corporate clients · 1 to 2Mar 16, 2024 to Mar 5, 2025
- HNW clients · 74 to 82Mar 16, 2024 to Mar 5, 2025
- Individual clients · 37 to 39Mar 16, 2024 to Mar 5, 2025
- Assets in custody · $155M to $81.3MMar 16, 2024 to Mar 5, 2025
- Discretionary RAUM · $306M to $345MMar 16, 2024 to Mar 5, 2025
- HNW RAUM · $227M to $262MMar 16, 2024 to Mar 5, 2025
- Individual RAUM · $11.1M to $13.1MMar 16, 2024 to Mar 5, 2025
- Pension RAUM · $65.0M to $67.0MMar 16, 2024 to Mar 5, 2025
- RAUM · $306M to $345MMar 16, 2024 to Mar 5, 2025
- Accounts · 385 to 457Jan 2, 2024 to Mar 16, 2024
- Corporate clients · 0 to 1Jan 2, 2024 to Mar 16, 2024
- HNW clients · 58 to 74Jan 2, 2024 to Mar 16, 2024
- Individual clients · 45 to 37Jan 2, 2024 to Mar 16, 2024
- Pension plan clients · 22 to 23Jan 2, 2024 to Mar 16, 2024
- Assets in custody · $71.3M to $155MJan 2, 2024 to Mar 16, 2024
- Financial planning clients · 0 to 1-10Jan 2, 2024 to Mar 16, 2024
- Discretionary RAUM · $250M to $306MJan 2, 2024 to Mar 16, 2024
- HNW RAUM · $171M to $227MJan 2, 2024 to Mar 16, 2024
- Individual RAUM · $24.6M to $11.1MJan 2, 2024 to Mar 16, 2024
- Pension RAUM · $54.8M to $65.0MJan 2, 2024 to Mar 16, 2024
- RAUM · $250M to $306MJan 2, 2024 to Mar 16, 2024
- Advisory employees · 3 to 4May 10, 2023 to Jan 2, 2024
- Employees · 4 to 5May 10, 2023 to Jan 2, 2024
- State-registered IARs · 3 to 4May 10, 2023 to Jan 2, 2024
- Employees · 5 to 4Mar 22, 2023 to May 10, 2023
Signals
3 dated events
- S H Kaitlyn Garlick (Chief Compliance Officer) no longer on Schedule A of Boyd Wealth Management, Llc (listed 2022-10-13, absent 2023-03-08)Mar 8, 2023 · Control person left · inference
- S H Kaitlyn Garlick (Chief Compliance Officer) appeared on Schedule A of Boyd Wealth Management, LlcJun 20, 2019 · Control person joined · fact
- Boyd Wealth Management, Llc filed its initial SEC registration (Form ADV)Apr 10, 2018 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Business email
- info@boyd-wealth.comreportedpublished by the firm, firm site, Sep 15, 2026
- Business phone
- 916-367-0532reportedpublished by the firm, firm site, Sep 15, 2026
- Firm profile
- linkedin.com/company/boyd-wealth-management-llcreportedpublic record, Form ADV, Sep 17, 2026
- Website
- BOYD-WEALTH.COMreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- (916) 367-0532reportedpublic record, Form ADV, Mar 16, 2026
- Contact form
- boyd-wealth.com/contactreportedpublished by the firm, firm site, Sep 15, 2026
- Team page
- boyd-wealth.com/team/brian-a-boydreportedpublished by the firm, firm site, Sep 15, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Independent wealth managerderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $82.0Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026