Ryan
Triplett

Boyd Wealth Management, LLC

CRD#5329858
Investment Advisor
in Sacramento, CA

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About this Advisor

Ryan Triplett is a certified financial planner and chartered financial consultant based in Sacramento, California, with 5 years of industry experience. Triplett is an advisor for Boyd Wealth Management, LLC. During their career, Triplett has held roles at Northwestern Mutual Investment Services, LLC, Northwestern Mutual Wealth Management Company, Brian Boyd and Boyd Wealth Management, Lcc. Triplett maintains a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is able to work in California. Boyd Wealth Management, LLC is an advisory company headquartered in Sacramento, CA. It handles $250 million in assets between its 385 customer accounts, placing it among the mid-sized financial advisory firms in the country by assets under management. Of its 385 client accounts, 46% belong to high-net-worth individuals who have greater than $1 million in assets. Boyd Wealth Management, LLC offers a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and pension consulting services. Fees charged by financial advisors depend on which services the firm provides the client. Fees billed by Boyd Wealth Management, LLC can include asset-based and fixed fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™, Chartered Financial Consultant

Years Registered*

5 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

1375 Exposition Blvd Suite 220
Sacramento, CA 95815

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Boyd Wealth Management, LLC Brokerage Details

Total Assets Under Management

$250,337,737

CA Average: $7,578,581,321
Total Number of Employees

5

CA Average: 43
Total Number of Accounts

385

CA Average: 3,727
Average Account Size

$650,228

CA Average: $2,033,427

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services

Ryan Triplett Work History

Ryan has been registered as a financial advisor for 5 years.*

2018 - Present (6 years)

Boyd Wealth Management, Lcc

2012 - 2018 (6 years)

Brian Boyd

2011 - 2018 (7 years)

Northwestern Mutual Wealth Management Company

2010 - 2016 (6 years)

Northwestern Mutual Investment Services, LLC

2007 - 2018 (11 years)

Northwestern Mutual Investment Services, LLC

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Ryan Triplett to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Boyd Wealth Management, LLC

Justin Steingraber
Sacramento, CA
Ryan Triplett
Sacramento, CA
Brian Boyd
Sacramento, CA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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