Paul Oh
Investment adviser representative at Balboa Wealth Partners, Inc.
14 yearsExperience
1 stateRegistered in
$1.1BFirm assets
10 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlySubscriptionPerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
14 years in the industry.
- Balboa Wealth Partners, Inc.Oct 2025 to now
- UnemployedJul 2025 to Sep 2025
- Citi Personal Wealth ManagementApr 2019 to Jun 2025
- Bancwest Investment Services, Inc.Jan 2018 to Apr 2019
- AXA Advisors, LLCFeb 2017 to Jan 2018
- Chase BankNov 2012 to Jan 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2011
- Series 65 · Uniform Investment Adviser Law2017
State registrations
Registered as an investment adviser representative in 1 state (CA).
Balboa Wealth Partners, Inc.
$1.1BAssets managed
1,127Clients
27Advisers
10 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5885535
- Firm CRD
- 282329