# Balboa Wealth

> Mobile access to account information, balances, and financial plans. (iPhone/iPad app by Balboa Wealth Partners, Inc..)

- Source: https://appshunter.io/ios/app/balboa-wealth/id1670459361 (this page in markdown: same URL + `.md`)
- Developer: [Balboa Wealth Partners, Inc.](https://appshunter.io/developer/1670459363)
- Category: Finance, Business
- Price: Free
- Rating: 5.00/5 from 1 App Store ratings
- Age rating: 4+
- Requires: iOS 15.6 · 53 MB
- Languages: English
- Released: 2023-02-08
- Data updated: 2026-06-01
- Monetization: free
- User reviews in markdown: https://appshunter.io/ios/app/balboa-wealth/id1670459361/reviews.md

## What is Balboa Wealth?

The Balboa Wealth Mobile App allows you to view all of your account information, balances, and financial plan, all from on convenient application on your mobile device.

## Key features

- View account information
- Check balances
- Access financial plan
- Mobile convenience
- Centralized financial view


## Frequently asked questions about Balboa Wealth

### What can I do with Balboa Wealth?

Balboa Wealth allows you to view all of your account information, current balances, and your financial plan directly from your mobile device. It offers a convenient, centralized hub for your financial data.

### Is Balboa Wealth free to use?

Yes, Balboa Wealth is available for free. There are no costs associated with downloading or using the core features of the application.

### What devices does Balboa Wealth support?

Balboa Wealth is designed for Apple devices, including the iPhone, iPad, and iPod. It is optimized for use on these platforms.

### How secure is Balboa Wealth?

While specific security measures are not detailed in the provided data, financial applications typically employ industry-standard security protocols to protect user data. Users should always ensure their device is secure and use strong passwords.

### When was Balboa Wealth last updated?

The latest version of Balboa Wealth, 5.19.0, was last updated on May 28, 2025. This indicates the app is actively maintained and receives regular updates.

### What is the age rating for Balboa Wealth?

Balboa Wealth has an age rating of 4+. This means it is suitable for users of all ages, with no content restrictions.

### Does Balboa Wealth have ads?

No, Balboa Wealth does not contain advertisements. The application is ad-free, providing an uninterrupted user experience.

### What is the user sentiment for Balboa Wealth?

Based on the available rating of 5.0 stars from 1 rating, user sentiment appears to be extremely positive. This suggests users who have reviewed the app are highly satisfied with its performance.

## Version history (last 5 releases)

### 5.19.0 — 2025-05-28

- Customized Personal Finances layout within Accounts tab
- Positions renamed to Allocation
- Performance return chevrons
- Repositioned date range calendar selection
- Linking outside accounts
- Minor UI changes and bug fixes

### 5.14.0 — 2024-09-06

- Custom date selection for in-depth portfolio review
- Users able to toggle between each version of their financial plan
- Planning customers may review behavioral finance results from BeFi20 & PulseCheck
- Managed account daily performance change, sort order, allocation grouping, realized gain/loss and household level transactions can be enabled and viewed in mobile!
- Bug Fixes

### 5.9.0 — 2024-04-09

- Bug fixes
- User experience improvements
- Added functionality to native Document Vault feature

### 5.6.5 — 2024-02-01

- Bug fixes

- User experience improvements

- Added functionality from the web app to the mobile app on our way to creating a cohesive experience from one device to another

### 5.5.2 — 2023-09-05

Bug fixes and performance enhancements.

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## Related topics

[balboa wealth](https://appshunter.io/ios/topics/balboa-wealth)

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*Data collected daily from the US App Store and indexed by [AppsHunter](https://appshunter.io/). User reviews are verbatim App Store reviews. Ratings, prices and chart positions refresh continuously; this snapshot is from 2026-06-01.*