BALBOA WEALTH PARTNERS, INC.

CRD 282329File 801-107029

APPROVED

Retail clients

Filing as of Jul 8, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$1.07B

Above cohort median (national)

Discretionary AUM

$1.05B

Non-discretionary $24.7M

Clients

1,127

2,623 accounts

Employees

Top 25% of cohort in AZ

Identity & registration

ADV Item 1

Organization form: Corporation
Firm type: Registered
SEC region: LARO
Registration date: Dec 11, 2015
Principal office: 6263 NORTH SCOTTSDALE ROAD, SUITE 265, SCOTTSDALE, AZ, 85250
Phone: 480-801-5010
Website: https://twitter.com/jgil95

Assets & accounts

ADV Item 5F

Total regulatory AUM: $1.07B
Discretionary AUM: $1.05B
Non-discretionary AUM: $24.7M
Discretionary accounts: 2,499
Non-discretionary accounts: 124
Total accounts: 2,623
AUM per client: $950K

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	10	$6.5M
Charitable organizations	Fewer than 5	$5.5M
High net worth individuals	262	$828.3M
Pension and profit sharing plans	33	$4.9M
Individuals (other than high net worth individuals)	822	$225.3M

Compensation & activities

ADV Items 5E, 5G

Compensation

Hourly charges
Subscription fees
Performance-based fees
A percentage of assets under your management

Advisory activities

Financial planning services
Selection of other advisers
Portfolio management for other
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: No
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: No
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.