$1.1B Total AUM
$1.0B Disc. AUM
24.7% 3Y CAGR
36 Employees
1,127 ADV. Clients
10 yrs Firm Age
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- Custodian
- Charles Schwab & Company · Interactive Brokers · LPL Financial
- Clients
- Retail and Institutional
- Platforms
- Legacy eagleSummit frontier +more
- Established Date
- 12-11-2015
- Office Locations
- 8
Office Locations
130 E Aero Drive Suite B Payson AZ
1400 Newport Center Drive Suite 290 Newport Beach CA
171 Saxony RD 102 Encinitas CA
About Balboa Wealth Partners, Inc.
Balboa Wealth Partners is a Scottsdale, AZ RIA providing financial planning, investment management, and retirement plan administration. The firm blends internally managed strategies with rigorously selected third-party managers across mutual funds, ETFs, hedge funds, and private equity in an open-architecture, boutique service model. Planning results sync in real time to a client portal, and its 401(k) platform (AxxcessLINK) offers self-directed brokerage windows.
Team overview
53 AVG AGE
$42.8M AVG AUM / ADVISOR
$949.7K AVG AUM / CLIENT
4.6 yrs AVG TENURE
36 Employees
25 Advisory Reps
25 RIA Reps
10yrs Firm Age
Insights
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Accredited Investors
Glacier pioneer
Asset Classes
Unison Vertex Alpha unison Vital prime Beacon unison Pioneer insight
Client Personas
Beacon unison Eagle legacy
Custodian
Vertex Summit alpha Momentum north Vertex eagle
Investment Themes
Momentum Capital Timber
Investment Vehicles
North eagle Atlas
Platform
Frontier meridian Focus
Services
Meridian crest Catalyst prime Pioneer Legacy ridge Fusion Foundation Value matrix Element Timber
Technology
Vector peak Momentum Eagle vertex
Owner & Executives
JEFFREY ALAN GILBERT
Advisor, Chief Compliance Officer, President
- CRD
- #1993261
- Ownership
- 75% or more
(790) 260-8597
pioneer.ember@frontiercapital.com
in linkedin.com/in/pathway-frontier
Showing 1 of 1 owners & executives
Unlock allContacts
John Sloan Arens III
Investment Advisor
- CRD
- #6518844
(878) 551-5393
alpha.pathway@valuecapital.com
in linkedin.com/in/quantum-peak
M
Michael George Bagley
--
- CRD
- #7263145
(234) 775-8686
momentum.vertex@eaglecapital.com
in linkedin.com/in/alpha-pioneer
B
Bridge north
Optima insight ember
- CRD
- #90418
(463) 569-3649
value.meridian@deltacapital.com
in linkedin.com/in/zenith-atlas
Showing 2 of 27 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,045,604,892 | $418,409 |
| Non-Discretionary | $24,725,511 | $199,399 |
| Total | $1,070,330,403 | $408,056 |
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Separately Managed Accounts
Total SMA Asset: $1,070,330,403
Equity - Exchange:
14.5% Public Funds:
11.5% Cash:
9.1% Corporate - Investment Grade:
9.8% Private Funds:
20.5% Corporate - Non-Investment Grade:
15.0% Municipal Bonds:
4.3% Other:
15.3% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,263,420,929 | 14.5% |
| Public Funds | $1,002,023,495 | 11.5% |
| Cash | $792,905,548 | 9.1% |
| Corporate - Investment Grade | $853,898,283 | 9.8% |
| Private Funds | $1,786,215,796 | 20.5% |
| Corporate - Non-Investment Grade | $1,306,987,168 | 15.0% |
| Municipal Bonds | $374,669,655 | 4.3% |
| Other | $1,333,126,910 | 15.3% |
| Total | $8,713,247,784 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| PRIME QUANTUM | BEACON WAVE | B2JRG130F | NVH | 12.58% | $13,708,616 |
| NORTH SUMMIT CATALYST | OPTIMA TIMBER | DKOHP0QLI | ZZG | 3.20% | $60,642,866 |
| RADIAL VECTOR PIONEER | CAPITAL NORTH | 4PHJ50NIH | PXMAK | 8.47% | $9,286,524 |
| PRIME OPTIMA NORTH | OPTIMA MOMENTUM | FYO3NLSM3 | EXE | 9.52% | $89,141,670 |
| HARBOR VERTEX LEGACY | OPTIMA MATRIX | 30673JFTK | RMC | 9.37% | $80,548,369 |
| PATHWAY HORIZON HARBOR | RADIAL VITAL | 09ZC9F5TR | LIQC | 1.43% | $46,758,524 |
| VECTOR ZENITH BEACON | CREST ALPHA | PODWTPE5Q | VSHI | 2.10% | $80,266,038 |
| OAK CAPITAL FOCUS | FUSION CATALYST | 9VZ8TUZVF | GTFMD | 4.63% | $111,656,888 |