Balboa Wealth Partners, Inc.

Overview

Balboa Wealth Partners, Inc. is an independent registered investment adviser that has been SEC-registered since 2015 and is organized as a corporation owned by an individual. The firm serves both individuals and families as well as institutional clients, offering comprehensive financial planning and portfolio management for individuals and small businesses. Its advisory toolkit includes selection of third-party managers and pension consulting services, and the firm also operates as an insurance broker. Fee arrangements are tiered and flexible: Balboa charges asset-based fees, offers hourly and subscription billing, and may assess performance-based fees in certain engagements. The firm is also described as a capital allocator, indicating it places client capital with external managers and funds rather than limiting itself to in-house strategies. Balboa does not identify as an active ESG investor.

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Public Holdings

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Location & Offices