Balboa Wealth Partners, Inc.

Balboa Wealth Partners, Inc. (CRD# 282329) is a financial advisory firm headquartered in Newport Beach, CA. They manage $278,575,000 in 40 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    279
    MILLION
  • Total Number of Accounts
    40
    ACCOUNTS
  • Average Account Value
    $6,964,375
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, OH

Financial Advisors at Balboa Wealth Partners, Inc.
Showing 1 - 4 of 4 top financial advisors.
1
John A. Appleby
CRD#: 1069521
140 Newport Center Drive, Suite 200, Newport Beach, CA 92260
96
Wealthminder
score

John Appleby (CRD# 1069521) is an Investment Advisor Representative working at Balboa Wealth Partners, Inc. in Newport Beach, CA and has over 33 years of experience in the finance industry.

2
Thomas M. Joyce
CRD#: 3174957
140 Newport Center Drive, Suite 200, Newport Beach, CA 92260
93
Wealthminder
score

Thomas Joyce (CRD# 3174957) is an Investment Advisor Representative working at Balboa Wealth Partners, Inc. in Newport Beach, CA and has over 17 years of experience in the finance industry.

3
Eric H. Kolstad
CRD#: 1383497
140 Newport Center Drive, Suite 200, Newport Beach, CA 92660
83
Wealthminder
score

Eric Kolstad (CRD# 1383497) is an Investment Advisor Representative working at Balboa Wealth Partners, Inc. in Newport Beach, CA and has over 29 years of experience in the finance industry.

4
Thomas J. Breslin
CRD#: 3252236
35512570 High Bluff Drive, San Diego, CA 92130
59
Wealthminder
score

Thomas Breslin (CRD# 3252236) is an Investment Advisor Representative working at Balboa Wealth Partners, Inc. in San Diego, CA and has over 17 years of experience in the finance industry. Thomas Breslin has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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