TrueAdvisor
TrueAdvisor
PO
PO

Paul Oh

Balboa Wealth Partners, INC.
13 Years of Experience
2 Disclosures
View SEC Summary
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 ManagementAnnual Fee
Up to $250K0.02%
$250K - $500K0.02%
$500K - $750K0.02%
$750K - $1000K0.02%
$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

CWM Retail, Sales, 10081 Valley View Street, Cypress, CA, 90630

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History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Employment Separation After Allegations
June 2025
Criminal
February 2009
Final Disposition
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Balboa Wealth Partners, INC.
October 2025 - Present · 4 mos
Previous Registrations
Citigroup Global Markets INC.
April 2019 - July 2025 · 6 yrs 3 mos
Citigroup Global Markets INC.Broker
April 2019 - July 2025 · 6 yrs 3 mos
Bancwest Investment Services, INC. (bwis)
January 2018 - May 2019 · 1 yr 4 mos
Bancwest Investment Services, INC.Broker
January 2018 - May 2019 · 1 yr 4 mos
AXA Advisors, LLC
November 2017 - February 2018 · 3 mos
AXA Advisors, LLCBroker
March 2017 - February 2018 · 11 mos
J.P. Morgan Securities LLCBroker
November 2012 - January 2017 · 4 yrs 2 mos
Wells Fargo Advisors, LLCBroker
March 2011 - May 2012 · 1 yr 2 mos
State Registrations1 state
CA
Advisor
Exams
No exam information available for this advisor.