Balboa Wealth Partners, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Scottsdale, AZ. Its latest Form ADV filing, dated March 23, 2026, reports $1.1B in regulatory assets under management, 36 employees, 7 offices, and 2,623 accounts.
Assets Under Management
$1.1B
Employees
36
Offices
7 offices
Total Clients
1,127
Primary office
SCOTTSDALE, AZ
6263 NORTH SCOTTSDALE ROAD, SUITE 265, SCOTTSDALE, AZ, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Hourly charges
Subscription fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 72.9% of total clients.
Top client categories% of clientsClients
1
Individuals
72.9%
822
2
HNWI
23.2%
262
3
Pension Plans
2.9%
33
4
Corporations
0.9%
10
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.1Bas of March 23, 2026
Discretionary97.7%
$1.0B
98% of total RAUM97.7%
Non-discretionary2.3%
$25M
2% of total RAUM2.3%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$1.1B
Total Accounts2,623
10Y AUM Change+$703M (+191.6%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees36
Clients per Employee31:1
10Y Employee Change+21 (+140.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.