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BALBOA WEALTH PARTNERS, INC.
CRD 282329 · SEC 801-107029
6263 NORTH SCOTTSDALE ROAD, SUITE 265, SCOTTSDALE, AZ, 85250, United States
Phone
480-801-5010
Fax
480-801-5070
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.07B
Discretionary AUM
$1.05B
Team
36 total employees; 25 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Subscription fees
Org form
Corporation
Filing date
2026-05-08
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 822 | $225.3M |
| High net worth individuals | 262 | $828.3M |
| Pension/profit sharing plans | 33 | $4.9M |
| Corporations/business entities | 10 | $6.5M |
States served
AZ, CA, CO, GA, IL, NE, NV, NJ, NY, OR, PA, TN, VA, WA, TX, CT, FL
All web addresses on file
- https://www.wise-assets.com
- https://twitter.com/jgil95
- HTTPS://WWW.BALBOAWEALTH.COM/
- https://www.linkedin.com/company/balboa-wealth-partners-inc-/
- https://www.robinsonshumaker.com/
- https://zelkowm.com/
- https://fsaintegrated.com/
- https://www.wms-llc.com/
- https://www.gregoryday.com
- https://gatewaycapitalwealth.com/
Official SEC filing: View on IAPD