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
Firm Details
- Organization Type
- Corporation
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Jul 18, 2025
- Branch Offices
- 8
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| DANIEL, CHARLES, BRADLEY | I | DIRECTOR | NA | Control |
| DANIEL, CHARLES, BRADLEY | I | DIRECTOR | NA | Control |
| DANIEL, CHARLES, BRADLEY | I | DIRECTOR | NA | Control |
| DANIEL, CHARLES, BRADLEY | I | DIRECTOR | NA | Control |
| DANIEL, CHARLES, BRADLEY | I | DIRECTOR | NA | Control |
| DANIEL, CHARLES, BRADLEY | I | DIRECTOR | NA | Control |
| DANIEL, CHARLES, BRADLEY | I | DIRECTOR | NA | Control |
| DANIEL, CHARLES, BRADLEY | I | DIRECTOR | NA | Control |
| DANIEL, CHARLES, BRADLEY | I | DIRECTOR | NA | Control |
| DANIEL, CHARLES, BRADLEY | I | DIRECTOR | NA | Control |
| DANIEL, CHARLES, BRADLEY | I | DIRECTOR | NA | Control |
| DANIEL, CHARLES, BRADLEY | I | DIRECTOR | NA | Control |
| DANIEL, CHARLES, BRADLEY | I | DIRECTOR | NA | Control |
| GILBERT, JEFFREY, ALAN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| GILBERT, JEFFREY, ALAN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| GILBERT, JEFFREY, ALAN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| GILBERT, JEFFREY, ALAN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| GILBERT, JEFFREY, ALAN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| GILBERT, JEFFREY, ALAN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| GILBERT, JEFFREY, ALAN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| GILBERT, JEFFREY, ALAN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| GILBERT, JEFFREY, ALAN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| GILBERT, JEFFREY, ALAN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| GILBERT, JEFFREY, ALAN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| GILBERT, JEFFREY, ALAN | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| GILBERT, JEFFREY, ALAN | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| GILBERT, JEFFREY, ALAN | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| GILBERT, JEFFREY, ALAN | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| GILBERT, JEFFREY, ALAN | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| GILBERT, JEFFREY, ALAN | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| GILBERT, JEFFREY, ALAN | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| GILBERT, JEFFREY, ALAN | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| GILBERT, JEFFREY, ALAN | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| GILBERT, JEFFREY, ALAN | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| GILBERT, JEFFREY, ALAN | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| GILBERT, JEFFREY, ALAN | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| GILBERT, JEFFREY, ALAN | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| GILBERT, JEFFREY, ALAN | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| GILBERT, JEFFREY, ALAN | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| GILBERT, JEFFREY, ALAN | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| GILBERT, JEFFREY, ALAN | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| GILBERT, JEFFREY, ALAN | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| GILBERT, JEFFREY, ALAN | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| GILBERT, JEFFREY, ALAN | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| GILBERT, JEFFREY, ALAN | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| GILBERT, JEFFREY, ALAN | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| GILBERT, JEFFREY, ALAN | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| GILBERT, JEFFREY, ALAN | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| GILBERT, JEFFREY, ALAN | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| GILBERT, JEFFREY, ALAN | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| GILBERT, JEFFREY, ALAN | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| GILBERT, JEFFREY, ALAN | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| GILBERT, JEFFREY, ALAN | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| GILBERT, JEFFREY, ALAN | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| GILBERT, JEFFREY, ALAN | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| GILBERT, JEFFREY, ALAN | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| GILBERT, JEFFREY, ALAN | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| GILBERT, JEFFREY, ALAN | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| GILBERT, JEFFREY, ALAN | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| KOLSTAD, ERIC, HARVEY | I | PRESIDENT | E | Control |
| KOLSTAD, ERIC, HARVEY | I | PRESIDENT | E | Control |
| KOLSTAD, ERIC, HARVEY | I | PRESIDENT | E | Control |
| KOLSTAD, ERIC, HARVEY | I | PRESIDENT | E | Control |
| KOLSTAD, ERIC, HARVEY | I | PRESIDENT | E | Control |
| KOLSTAD, ERIC, HARVEY | I | PRESIDENT | E | Control |
| KOLSTAD, ERIC, HARVEY | I | PRESIDENT | E | Control |
| KOLSTAD, ERIC, HARVEY | I | PRESIDENT | E | Control |
| KOLSTAD, ERIC, HARVEY | I | PRESIDENT | E | Control |
| KOLSTAD, ERIC, HARVEY | I | PRESIDENT | E | Control |
| KOLSTAD, ERIC, HARVEY | I | PRESIDENT | E | Control |
Registrations
Federal
IA
Jul 18, 2025 REGISTERED
Notice Filings (20)
AZ CA CO CT FL HI IL MA NE NJ NV NY OH OR PA TN TX UT VA WA
Address
6263 NORTH SCOTTSDALE ROADSUITE 265
SCOTTSDALE, AZ 85250
United States
Phone: 949-445-1465