← Back to searchVisit website
BOCA WEALTH ADVISORS
BOCA WEALTH ADVISORS, LLC
CRD 108038 · SEC 801-56858
1515 S FEDERAL HWY, SUITE 306, BOCA RATON, FL, 33432, United States
Phone
561-391-4477
Fax
561-391-8232
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$378.6M
Discretionary AUM
$378.6M
Team
2 total employees; 2 advisory reps
Clients
26-50
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-01-30
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 66 | $30.0M |
| High net worth individuals | 87 | $310.2M |
| Pension/profit sharing plans | 4 | $13.5M |
States served
TX, FL
All web addresses on file
- https://www.linkedin.com/company/bocawealthadvisors
- HTTP://WWW.IAPLLC.COM
- http://www.boca-wealth.com
- https://www.instagram.com/alexandra_cpa/
- https://www.youtube.com/@alexandrademosthenes
- https://www.linkedin.com/in/arthur-j-art-canter-cpa-pfs-cfp%C2%AE-888a9ab/
- https://www.linkedin.com/in/alexandra-demosthenes-cpa/
Official SEC filing: View on IAPD