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BALBOA WEALTH PARTNERS, INC.

SCOTTSDALE, AZ · CRD 282329 · IAPD ↗ · 480-801-5010

$1.07BRegulatory AUM
26Advisory reps
37Employees
0Clients
1-10Planning clients
0Private funds
17States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

47
June 2026 — BALBOA WEALTH PARTNERS, INC. notice-filed in GA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
85
February 2026 — BALBOA WEALTH PARTNERS, INC. crossed $1B in regulatory AUM ($804.8M -> $1.04B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
45
May 2025 — BALBOA WEALTH PARTNERS, INC. notice-filed in CT.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
64
April 2025 — BALBOA WEALTH PARTNERS, INC. reports 51-100 financial-planning clients, up from 11-25.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
45
September 2024 — BALBOA WEALTH PARTNERS, INC. notice-filed in PA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
47
June 2024 — BALBOA WEALTH PARTNERS, INC. notice-filed in NE, VA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
70
March 2024 — BALBOA WEALTH PARTNERS, INC. crossed $500M in regulatory AUM ($469.1M -> $661.0M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.