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BOYD WEALTH MANAGEMENT, LLC

SACRAMENTO, CA · CRD 293990 · IAPD ↗ · (916) 367-0532

$409.8MRegulatory AUM
5Advisory reps
6Employees
1Clients
1-10Planning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

61
April 2024 — BOYD WEALTH MANAGEMENT, LLC reports 1-10 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.