# Balboa Wealth Partners

Balboa Wealth Partners is a Bank / Wealth / Trust based in Scottsdale, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Scottsdale, United States
- **Region:** North America
- **Founded:** 2015
- **Assets under management:** 641 (Altss estimate)
- **Website:** balboawealth.com
- **LinkedIn:** https://www.linkedin.com/company/balboa-wealth-partners-inc

## Regulatory record

- **CRD number:** 282329
- **SEC file number:** 801-107029
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-05-08T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/282329

## About

Balboa Wealth Partners was established in 2015. It functions as a registered investment adviser providing standard wealth management services. The firm offers financial planning, retirement planning, and investment management. No specific asset classes, portfolio companies, or geographic deployment details appear in available records. No team size, additional offices, or dated operational events from the last 24 months are documented. The firm maintains a single location in Newport Beach. No distinct structural features such as co-investment programs or hybrid vehicles are disclosed beyond its core RIA registration.

## Questions

### What services does Balboa Wealth Partners provide?

The firm provides investment advisory services including financial planning, retirement planning, and investment management to individuals, high-net-worth individuals, and entities.

### Where is Balboa Wealth Partners based?

The firm is based in Newport Beach, California.

### What is the disclosed AUM for Balboa Wealth Partners?

Assets under management stand at $641 million according to the research record.

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Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/balboa-wealth-partners

Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology