David Matthew Mowad

Balboa Wealth Partners, INC.

30 Years of Experience

1 Disclosure

View SEC Summary

Areas of Practice

Investment ManagementFinancial Planning & CoachingHigh Net Worth

Balboa Wealth Partners, INC.

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

26 advisors

Number of Clients

1,032 clients

Average Client Portfolio

$780K average

Assets Under Management

$804.8M

Fee Structure

Minimum Investment:$250K

Financial Planning:Included in AUM fee

AUM-Based Fees (Tiered)

Assets Under Management	Annual Fee
Up to $250K	0.02%
$250K - $500K	0.02%
$500K - $750K	0.02%
$750K - $1000K	0.02%
$1M+	0.02%

This schedule is for Wrap Comprehensive Portfolio Management (asset management and financial planning). Fees are negotiable.

Fee Estimator

Your Portfolio Value

$500K

$0$500K$1M$5M$20M

Estimated Annual Fee

—

Location

6263 North Scottsdale Road, Suite 265, Scottsdale, AZ, 85250

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History

Regulatory History (1)

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Customer Dispute

January 2012

Denied

View Full SEC Report How to Read Disclosures

Other Business Activities

David operates under the DBA 155 Private Wealth Management at his work address, providing investment advisory services. He earns fees and commissions through BWP.

Employment History

Current Registrations

Balboa Wealth Partners, INC.

March 2021 - Present · 4 yrs 11 mos

Previous Registrations

First Financial Equity Corporation

March 2006 - March 2021 · 15 yrs

First Financial Equity CorporationBroker

May 1999 - March 2021 · 21 yrs 10 mos

Prudential Securities IncorporatedBroker

April 1997 - June 1999 · 2 yrs 2 mos

Principal Financial Securities,inc.Broker

June 1995 - April 1997 · 1 yr 10 mos

Peacock, Hislop, Staley & Given, INC.Broker

January 1995 - July 1995 · 6 mos

State Registrations3 states

AZCATX

Advisor

Exams

No exam information available for this advisor.