BALBOA WEALTH PARTNERS, INC.
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $1.07B |
| Discretionary | $1.05B98% of AUM |
| Non-Discretionary | $24.7M |
| Client Accounts | 2,623 |
| Avg Account Size | $408K |
| Employees | 36 |
| Peak AUM | $1.07BMar 2026 |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $1.1B | +33.0% | +29.7% | +34.5% | |
| Discretionary AUM | |||||
Key Metrics
| Total AUM | $1.07B |
| Discretionary | $1.05B |
| Employees | 36 |
| Client Accounts | 2623 |
| Client Range | 1-10 |
Contact & Location
Address
6263 NORTH SCOTTSDALE ROAD
SCOTTSDALE AZ 85250
Phone
480-801-5010
Filing History
49 ADV Part 1 submissions
Fee Structure
% of AUMHourlySubscription
Advisory Services
Financial PlanningPortfolio Mgmt (Individuals)Adviser SelectionPublications
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$1.0B
97.7% of AUM
Non-Discretionary
$25M
2.3% of AUM
Disc. mix ▲ 0.1pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
High Net Worth
Individuals
Pension Plans
Corporations
Other
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Other Registrations
Banking Institution