|
⚲
|
| Keyboard |
| Balboa Wealth Partners Inc
✚
|
|
|---|---|
| CRD # | 282329 |
| SEC # | 801-107029 |
| CIK # | 0001929008 |
| AUM | 1,070.3 M (2026-05-08) |
| Employees | 36 (69% Investors, 6% Brokers) |
| Fees | |
| Minimum | |
| Phone | 480-801-5010 |
| Address | 6263 North Scottsdale Road Scottsdale, AZ 85250 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 45.2 | ||
| Tesla Motors Inc | 44.9 | ||
| Microsoft Corp | 21.0 | ||
| Apple Inc | 17.9 | ||
| Advanced Micro Devices Inc | 16.8 | ||
| Alphabet Inc | 13.0 | ||
| Amazon Com Inc | 11.6 | ||
| Facebook Inc | 10.2 | ||
| Taiwan Semiconductor Manufacturing Co Ltd | 9.1 | ||
| Palantir Technologies Inc | 6.5 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 822 | 225.3 |
| (b) Individuals (high net worth individuals) | 262 | 828.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 33 | 4.9 |
| (h) Charitable organizations | 0 | 5.5 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 10 | 6.5 |
| (n) Other | 0 | 0.0 |
| Total | 2,623 | 1,070.3 |
| By Discretionary | ||
| Discretionary | 2,499 | 1,045.6 |
| Non-Discretionary | 124 | 24.7 |
| Total | 2,623 | 1,070.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,070.3 | |
| Total | 2,623 | 1,070.3 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001929008] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Mattern Capital Management LLC
✚
|
CO | 1,073.7 M |
|
American Investment Services Inc
✚
|
MA | 1,073.0 M |
|
Spinnaker Investment Group LLC
✚
|
CA | 1,072.9 M |
|
Providence Capital Advisors LLC
✚
|
NC | 1,072.1 M |
|
Occidental Asset Management LLC
✚
|
CA | 1,071.8 M |
|
Concord Wealth Partners
✚
|
VA | 1,069.9 M |
|
Yeske BUIE Inc
✚
|
VA | 1,069.4 M |
|
PARR McKnight Wealth Management Group LLC
✚
|
MN | 1,068.6 M |
|
St Clair Advisors LLC
✚
|
OH | 1,068.0 M |
|
Resources Management Corp
✚
|
CT | 1,067.2 M |