Balboa Wealth Partners, INC.
Scottsdale, AZ·SEC-registered · CRD #282329
Balboa Wealth Partners, INC. is an SEC-registered investment advisory firm in Scottsdale, AZ managing $1.1B across 2.7k client accounts, with 25 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$1.1B
Client accounts
2.7k
Advisory staff
25
Fee model
Fee-only
How Balboa Wealth Partners, INC. is paid
Compensation arrangements disclosed on Form ADV. A fee-only firm earns fees only from clients — no product commissions.
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Common questions about Balboa Wealth Partners, INC.
How much does Balboa Wealth Partners, INC. manage?
Per its most recent SEC Form ADV filing (05/08/2026), Balboa Wealth Partners, INC. reports $1.1B in regulatory assets under management across roughly 2.7k client accounts.
How does Balboa Wealth Partners, INC. charge?
Balboa Wealth Partners, INC. is a fee-only firm. Its disclosed compensation arrangements are: % of assets, Hourly, Fixed fees. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Balboa Wealth Partners, INC. a fiduciary?
Yes. Balboa Wealth Partners, INC. is registered with the U.S. Securities and Exchange Commission (CRD #282329), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Balboa Wealth Partners, INC. taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Balboa Wealth Partners, INC. and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
Other advisory firms in Scottsdale, AZ
Profile compiled from Balboa Wealth Partners, INC.'s public SEC Form ADV filing (CRD #282329, filed 05/08/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Balboa Wealth Partners, INC.. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Balboa Wealth Partners, INC.? Claim this profile.