# BALBOA WEALTH PARTNERS, INC.

BALBOA WEALTH PARTNERS, INC. of SCOTTSDALE, AZ is an SEC-registered investment adviser.

## Registration

- CRD: 282329
- Type: SEC-registered investment adviser
- SEC file number: 801-107029
- Location: 6263 NORTH SCOTTSDALE ROAD, SUITE 265, SCOTTSDALE, AZ, 85250
- Phone: 480-801-5010
- Latest filing: 2026-07-08
- Regulatory AUM: $1.1B
- Discretionary AUM: $1.0B
- Non-discretionary AUM: $24.7M
- Clients: 36
- Accounts: 2,623

## Business model

- Compensation: % of AUM, Hourly, Performance, Subscription
- Clients served: Individuals, High net worth, Pensions, Charities

## Officers, owners & control persons (4)

| Name | Role | Location |
| --- | --- | --- |
| Daniel Bradley | DIRECTOR | Conshohocken, PA |
| Jeffrey Alan Gilbert | PRESIDENT & CHIEF COMPLIANCE OFFICER | — |
| KOLSTAD ERIC HARVEY | PRESIDENT | — |
| GILBERT JEFFREY ALAN | CHIEF COMPLIANCE OFFICER; PRESIDENT & CHIEF COMPLIANCE OFFICER | — |


## Branch offices (7)

| City | State | Employees | Phone |
| --- | --- | --- | --- |
| NEWPORT BEACH | CA | 8 | 949-445-1465 |
| TUSCON | AZ | 3 | 520-393-8990 |
| LA JOLLA | CA | 1 | 619-857-5966 |
| — | — | 1 | (619) 203-2138 |
| ENCINITAS | CA | 1 | 760-704-8651 |
| LONG BEACH | CA | 1 | 562-884-8872 |
| PAYSON | AZ | 1 | 7147172476 |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/282329/brochure
- Similar advisers: https://search.stillhousedata.com/firm/282329/similar
- Related entities: https://search.stillhousedata.com/firm/282329/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/282329

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.