# Balboa Wealth Partners, Inc.
Source: https://planprovider.pro/provider/balboa-wealth-partners-inc

> Private-market access is part of Balboa Wealth Partners’ offering, including a private asset platform for directed investments in real estate, partnerships,…

Retirement Plan Advisor

Newport Beach, CA

## 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/](https://balboawealth.com/)

Founded: 2015

Employees: 22

## Office Locations

- Newport Beach, CA (Headquarters)

- Newport Beach, CA

- Scottsdale, AZ

## Services Offered

- 3(21) Investment Advisor

## Client Statistics (2026)

- Total Clients: 0

- Total AUM: $804.8M

## Plans Serviced (2024)

Largest plans where this firm is listed as a service provider (Schedule C) or IQPA (Schedule H) on the most recent filings (From Form 5500).

| Plan|Sponsor|Assets|Participants|

| UNITED AIRLINES PILOT RETIREMENT ACCOUNT PLAN|UNITED AIRLINES, INC., IL|$16.8B|17,444|

| GIBSON, DUNN & CRUTCHER LLP RETIREMENT PLAN|GIBSON, DUNN & CRUTCHER LLP, CA|$1.5B|2,800|

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