Balboa Wealth Partners, Inc.
● SEC registered since 2015CRD 282329SEC# 801-107029Scottsdale, AZ
Reg. AUM
$1.07B
Employees
36
Accounts
2,623
Location
Scottsdale, AZ
Balboa Wealth Partners, Inc. assets under management
Balboa Wealth Partners, Inc. is an investment advisory firm registered with the SEC based in Scottsdale, AZ. The firm has been registered since 2015. It reports $1.1 billion in regulatory assets under management and employs 36 people.
Balboa Wealth Partners, Inc. owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Jeffrey Alan Gilbert Control | President & Chief Compliance Officer | Over 75% | 2016 |
Frequently asked questions
How much does Balboa Wealth Partners, Inc. manage?
Balboa Wealth Partners, Inc. reports $1.1 billion in regulatory assets under management on its Form ADV.
How many employees does Balboa Wealth Partners, Inc. have?
Balboa Wealth Partners, Inc. reports 36 employees.
Where is Balboa Wealth Partners, Inc. located?
Balboa Wealth Partners, Inc. is based in Scottsdale, AZ and has been SEC-registered since 2015.
Does Balboa Wealth Partners, Inc. disclose fund performance?
Balboa Wealth Partners, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 6263 North Scottsdale Road, Suite 265, Scottsdale, AZ 85250 |
| Phone | 480-801-5010 |
| Fax | 480-801-5070 |
| Office hours | 8:00 a.m.-5:00 p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$1.07B▲ 33%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 32%
Larger than 68% of 16,271 advisers
EmployeesTop 15%
More than 85% of 16,825 advisers
Assets under management
$1.07Bregulatory AUM
Discretionary $1.05BNon-discretionary $24.7M