Balboa Wealth Partners, Inc.

About Balboa Wealth Partners, Inc.

<p>Private-market access is part of Balboa Wealth Partners’ offering, including a private asset platform for directed investments in real estate, partnerships, and alternative assets. Founded in December 2015, the firm is a registered investment advisor with $0.8B in AUM as of 2026.</p> <p>Headquartered in Newport Beach in Orange County, with an additional office in Scottsdale in the Phoenix metro area, Balboa Wealth Partners has 22 employees and works with high-net-worth clients and business owners. Alongside portfolio management, the team provides financial planning and estate and multi-generational planning.</p> <p>For employer plans, Balboa Wealth Partners supports sponsors as a 3(21) fiduciary and fits within the broader group of <a href="/plan-advisors">plan advisors</a> and other <a href="/retirement-plans">retirement plan providers</a>. The firm also offers retirement plan administration and focuses on fee awareness and conflict reduction as part of its advisory approach.</p> <ul> <li>Registered investment advisor (RIA), founded December 2015</li> <li>Offices in Newport Beach, CA (Orange County) and Scottsdale, AZ (Phoenix area)</li> <li>Retirement plan fiduciary support as a 3(21) advisor</li> <li>Financial planning, investment management, and estate planning</li> <li>Integrated reporting platform available online and via mobile app</li> </ul>

Website: https://balboawealth.com/

Founded: 2015

Employees: 22