SEC Form ADV

BALBOA WEALTH PARTNERS, INC.

Registered Investment AdviserAZ
$1.1B
Assets Under Management
2,623
Total Clients
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Registration Details

Accession
CRD-282329
Location
SCOTTSDALE, AZ
Filing Date
May 8, 2026
AUM
$1.1B
Total Clients
2,623
Amendment
No

Client Types

$1 billion - $10 billion

About this Adviser

BALBOA WEALTH PARTNERS, INC. is a registered investment adviser headquartered in SCOTTSDALE, AZ, managing approximately $1.1B in assets across 2,623 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.