BALBOA WEALTH PARTNERS, INC.
C28
CRD 282329·SEC 801-107029·SCOTTSDALE, AZ
AUM
$1.07B
$1B+
Est. Revenue
$10.7M
@ 1% on AUM
Est. EBITDA
$3.2M
@ 30% margin
Est. Deal Value
$25.7M
@ 8× EBITDA
Identity
Registrations & legal identity
Economics
AUM trajectory
'20 · $141.3M
'21 · $193.9M
'22 · $231.5M
'23 · $513.0M
'25 · $804.8M
'26 · $1.07B
'20'26
$141.3M → $1.07B▲ +657%
Client mix
| Individuals Other | 822 |
| Individuals High Net Worth | 262 |
| Pension Profit Sharing Plans | 33 |
| Corporations | 10 |
Operations
Advisory staff (5-yr trend)
'20 · 13 advisors
'21 · 14 advisors
'22 · 14 advisors
'23 · 22 advisors
'25 · 23 advisors
'26 · 25 advisors
'20'26
13 advisors → 25 advisors▲ +92%
Branches
—
Custodian & Brokerage
Services offered
Financial planningPortfolio mgmt — individualsPension consultingSelection of other advisers
Filings
Compliance
Trademark
—
Additional signalsExpand ▾
Ownership & succession ★
Who controls the firm + pre-computed succession flags
Availability / M&A ★
Already-acquired = skip; deal comps
Web presence ★
Stale website = winding down
Retirement-plan book (Form 5500) ★
401(k)/plan business — cross-sell value
SEC EDGAR
Edgar Form D Offerings
2025-03-042025-03-04 · 0000945621-25-000249
2024-03-042024-03-04 · 0000945621-24-000281
Compliance & brand
All other collected signals (12)
Everything else we've pulled for this record, not yet curated into a section.
Edgar Addresses
Mailing
ONE POST OFFICE SQUAREBOSTON, MA 02109
Business
ONE POST OFFICE SQUAREBOSTON, MA 02109