Brian Adam Boyd
Investment adviser representative at Boyd Wealth Management, LLC
32 yearsExperience
1 stateRegistered in
CFP® certification, ChFC®Designations
$409.8MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
32 years in the industry.
- Boyd Wealth Management, LLCMay 2018 to now
- Boyd Wealth Management, LccMay 2018 to now
- Northwestern Mutual Investment Services, LLCJul 1998 to May 2018
- Northwestern Mutual LifeOct 1994 to May 2018
Designations
- CFP® certification
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law1998
- Series 66 · Uniform Combined State Law2007
State registrations
Registered as an investment adviser representative in 1 state (CA).
Boyd Wealth Management, LLC
$409.8MAssets managed
162Clients
5Advisers
8 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 3091368
- Firm CRD
- 293990