Wealth Manager
    SEC Registered
    Manages Private Funds

    Balboa Wealth Partners, Inc.

    Registered investment advisor · Scottsdale, Arizona · CRD #282329

    Assets Under Management
    $1.1B
    Client Accounts
    2,623
    Employees
    36
    CRD Number
    282329
    Registration
    SEC Registered
    Custodian
    Charles Schwab & Co., Inc.

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Balboa Wealth Partners, Inc.

    Balboa Wealth Partners, Inc. is a SEC-registered investment advisory firm offering asset management, financial planning, and retirement consulting services to high-net-worth clients across the United States. Founded in 2015, it maintains all necessary state licenses and has 11-50 employees.

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Not reported
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for Balboa Wealth Partners, Inc.

    Wealthmetrica subscribers see the full picture: verified contacts and emails, quarterly 13F holdings and position changes, private funds, and ADV brochure analysis.

    Frequently Asked Questions

    What is Balboa Wealth Partners, Inc.'s AUM?

    Balboa Wealth Partners, Inc. reports approximately $1.1B in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Balboa Wealth Partners, Inc. headquartered?

    Balboa Wealth Partners, Inc. is headquartered in Scottsdale, Arizona.

    What is Balboa Wealth Partners, Inc.'s CRD number?

    Balboa Wealth Partners, Inc.'s CRD number is 282329. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Balboa Wealth Partners, Inc. manage?

    Balboa Wealth Partners, Inc. manages approximately 2,623 client accounts according to its latest SEC filing.

    Is Balboa Wealth Partners, Inc. SEC registered?

    Yes, Balboa Wealth Partners, Inc. is registered with the SEC as an investment adviser with an approved registration status.

    Similar advisors in Arizona

    Osaic Wealth, Inc.
    Scottsdale, AZ · $234.9B AUM
    Voya Investments, LLC
    Scottsdale, AZ · $59.5B AUM
    Gi Partners
    Scottsdale, AZ · $35.7B AUM
    Davis Selected Advisers LP
    Tucson, AZ · $30.1B AUM
    United Planners' Financial Services of America a Limited Partner
    Scottsdale, AZ · $12.8B AUM
    Foundations Investment Advisors LLC
    Phoenix, AZ · $10.1B AUM
    See all top RIA firms in Arizona →

    Research firms like Balboa Wealth Partners, Inc. at scale

    Search 43,000+ investment firms and 640,000+ contacts by AUM, custodian, state, and strategy.

    Start Free Trial