|
⚲
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| Boyd Wealth Management LLC
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|
|
|---|---|
| CRD # | 293990 |
| SEC # | 801-113198 |
| CIK # | 0001846114 |
| AUM | $250.3 MM (2023-03-22) |
| Employees | 4 (75% Investors, 0% Brokers) |
| Phone | 916-367-0532 |
| Address | 1375 Exposition Blvd Sacramento, CA 95815 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| ORCL | 182,760.6 | 1.0 | |
| AAPL | 2,382,844.0 | 0.7 | |
| PG | 338,108.9 | 0.6 | |
| DE | 94,490.3 | 0.6 | |
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 43 | 23.6 |
| (b) Individuals (high net worth individuals) | 54 | 176.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 22 | 60.5 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 353 | 260.5 |
| By Discretionary | ||
| Discretionary | 353 | 260.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 353 | 260.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 260.5 | |
| Total | 353 | 260.5 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001846114] |
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