BALBOA WEALTH PARTNERS, INC.
CRD #282329 SEC #801-107029 SCOTTSDALE, AZ 949-445-1465
SEC Registered
Total AUM
$804.8M
Discretionary
$785.5M
Employees
31
Clients
51
Accounts
2,068
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jul 2025 | $804.8M | $785.5M | $19.3M | 31 | 0 |
| Apr 2025 | $804.8M | $785.5M | $19.3M | 31 | 0 |
| Mar 2025 | $804.8M | $785.5M | $19.3M | 31 | 0 |
| Aug 2024 | $776M | $756.6M | $19.4M | 28 | 0 |
| Jul 2024 | $776M | $756.6M | $19.4M | 28 | 0 |
| May 2024 | $661M | $640.5M | $20.5M | 28 | 0 |
| Feb 2024 | $661M | $640.5M | $20.5M | 28 | 0 |
| Feb 2024 | $661M | $640.5M | $20.5M | 28 | 0 |
| Oct 2023 | $469.1M | $432.6M | $36.5M | 30 | 0 |
| Mar 2023 | $469.1M | $432.6M | $36.5M | 30 | 0 |
| Dec 2022 | $513M | $493.9M | $19.1M | 26 | 0 |
| Dec 2022 | $513M | $493.9M | $19.1M | 26 | 0 |
| Oct 2022 | $513M | $493.9M | $19.1M | 26 | 0 |
| Aug 2022 | $513M | $493.9M | $19.1M | 26 | 0 |
| Aug 2022 | $513M | $493.9M | $19.1M | 26 | 0 |
| Mar 2022 | $513M | $493.9M | $19.1M | 26 | 0 |
| Mar 2022 | $513M | $493.9M | $19.1M | 26 | 0 |
| Mar 2021 | $231.5M | $231.5M | $10.6K | 16 | 0 |
| Mar 2021 | $231.5M | $231.5M | $10.6K | 16 | 0 |
| Jun 2020 | $193.9M | $193.8M | $114.6K | 16 | 0 |
| Mar 2020 | $193.9M | $193.8M | $114.6K | 16 | 0 |
| Jan 2020 | $141.3M | $141.2M | $112K | 14 | 0 |
| Apr 2019 | $141.3M | $141.2M | $112K | 14 | 0 |
| Mar 2019 | $141.3M | $141.2M | $112K | 14 | 0 |
| Dec 2018 | $377.6M | $377.6M | $0 | 16 | 0 |
| Oct 2018 | $377.6M | $377.6M | $0 | 15 | 0 |
| Mar 2018 | $377.6M | $377.6M | $0 | 15 | 0 |
| Jun 2017 | $367M | $87M | $280M | 15 | 100 |
| Apr 2017 | $367M | $87M | $280M | 15 | 100 |
| Apr 2017 | $367M | $87M | $280M | 15 | 100 |
| Apr 2017 | $367M | $87M | $280M | 15 | 100 |
| Apr 2017 | $367M | $87M | $280M | 15 | 100 |
| Apr 2017 | $367M | $87M | $280M | 15 | 100 |
| Apr 2017 | $367M | $87M | $280M | 15 | 100 |
| Mar 2017 | $367M | $87M | $280M | 15 | 100 |
| Jan 2017 | $278.6M | $3.6M | $275M | 4 | 0 |
| Aug 2016 | $278.6M | $3.6M | $275M | 4 | 0 |
| Jun 2016 | $278.6M | $3.6M | $275M | 4 | 0 |
| Feb 2016 | $0 | $0 | $0 | 2 | 0 |
| Jan 2016 | $0 | $0 | $0 | 1 | 0 |
| Dec 2015 | $0 | $0 | $0 | 1 | 0 |
| Dec 2015 | $0 | $0 | $0 | 1 | 0 |
DateJul 2025
Total AUM$804.8M
Discretionary$785.5M
Non-Disc.$19.3M
Employees31
Clients0
DateApr 2025
Total AUM$804.8M
Discretionary$785.5M
Non-Disc.$19.3M
Employees31
Clients0
DateMar 2025
Total AUM$804.8M
Discretionary$785.5M
Non-Disc.$19.3M
Employees31
Clients0
DateAug 2024
Total AUM$776M
Discretionary$756.6M
Non-Disc.$19.4M
Employees28
Clients0
DateJul 2024
Total AUM$776M
Discretionary$756.6M
Non-Disc.$19.4M
Employees28
Clients0
DateMay 2024
Total AUM$661M
Discretionary$640.5M
Non-Disc.$20.5M
Employees28
Clients0
DateFeb 2024
Total AUM$661M
Discretionary$640.5M
Non-Disc.$20.5M
Employees28
Clients0
DateFeb 2024
Total AUM$661M
Discretionary$640.5M
Non-Disc.$20.5M
Employees28
Clients0
DateOct 2023
Total AUM$469.1M
Discretionary$432.6M
Non-Disc.$36.5M
Employees30
Clients0
DateMar 2023
Total AUM$469.1M
Discretionary$432.6M
Non-Disc.$36.5M
Employees30
Clients0
DateDec 2022
Total AUM$513M
Discretionary$493.9M
Non-Disc.$19.1M
Employees26
Clients0
DateDec 2022
Total AUM$513M
Discretionary$493.9M
Non-Disc.$19.1M
Employees26
Clients0
DateOct 2022
Total AUM$513M
Discretionary$493.9M
Non-Disc.$19.1M
Employees26
Clients0
DateAug 2022
Total AUM$513M
Discretionary$493.9M
Non-Disc.$19.1M
Employees26
Clients0
DateAug 2022
Total AUM$513M
Discretionary$493.9M
Non-Disc.$19.1M
Employees26
Clients0
DateMar 2022
Total AUM$513M
Discretionary$493.9M
Non-Disc.$19.1M
Employees26
Clients0
DateMar 2022
Total AUM$513M
Discretionary$493.9M
Non-Disc.$19.1M
Employees26
Clients0
DateMar 2021
Total AUM$231.5M
Discretionary$231.5M
Non-Disc.$10.6K
Employees16
Clients0
DateMar 2021
Total AUM$231.5M
Discretionary$231.5M
Non-Disc.$10.6K
Employees16
Clients0
DateJun 2020
Total AUM$193.9M
Discretionary$193.8M
Non-Disc.$114.6K
Employees16
Clients0
DateMar 2020
Total AUM$193.9M
Discretionary$193.8M
Non-Disc.$114.6K
Employees16
Clients0
DateJan 2020
Total AUM$141.3M
Discretionary$141.2M
Non-Disc.$112K
Employees14
Clients0
DateApr 2019
Total AUM$141.3M
Discretionary$141.2M
Non-Disc.$112K
Employees14
Clients0
DateMar 2019
Total AUM$141.3M
Discretionary$141.2M
Non-Disc.$112K
Employees14
Clients0
DateDec 2018
Total AUM$377.6M
Discretionary$377.6M
Non-Disc.$0
Employees16
Clients0
DateOct 2018
Total AUM$377.6M
Discretionary$377.6M
Non-Disc.$0
Employees15
Clients0
DateMar 2018
Total AUM$377.6M
Discretionary$377.6M
Non-Disc.$0
Employees15
Clients0
DateJun 2017
Total AUM$367M
Discretionary$87M
Non-Disc.$280M
Employees15
Clients100
DateApr 2017
Total AUM$367M
Discretionary$87M
Non-Disc.$280M
Employees15
Clients100
DateApr 2017
Total AUM$367M
Discretionary$87M
Non-Disc.$280M
Employees15
Clients100
DateApr 2017
Total AUM$367M
Discretionary$87M
Non-Disc.$280M
Employees15
Clients100
DateApr 2017
Total AUM$367M
Discretionary$87M
Non-Disc.$280M
Employees15
Clients100
DateApr 2017
Total AUM$367M
Discretionary$87M
Non-Disc.$280M
Employees15
Clients100
DateApr 2017
Total AUM$367M
Discretionary$87M
Non-Disc.$280M
Employees15
Clients100
DateMar 2017
Total AUM$367M
Discretionary$87M
Non-Disc.$280M
Employees15
Clients100
DateJan 2017
Total AUM$278.6M
Discretionary$3.6M
Non-Disc.$275M
Employees4
Clients0
DateAug 2016
Total AUM$278.6M
Discretionary$3.6M
Non-Disc.$275M
Employees4
Clients0
DateJun 2016
Total AUM$278.6M
Discretionary$3.6M
Non-Disc.$275M
Employees4
Clients0
DateFeb 2016
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateJan 2016
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateDec 2015
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateDec 2015
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0