Boca Wealth Advisors, LLC
● SEC registered since 1999CRD 108038SEC# 801-56858Boca Raton, FL
Reg. AUM
$378.6M
Employees
2
Accounts
514
Location
Boca Raton, FL
Boca Wealth Advisors, LLC assets under management
Boca Wealth Advisors, LLC operates as an SEC-registered investment adviser based in Boca Raton, FL. The firm has been registered since 1999. It reports $378.6 million in regulatory assets under management and employs 2 people.
Boca Wealth Advisors, LLC owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Alexandra Barbara Demosthenes Control | Vice President | 5-10% | 2025 |
| Alexandra Barbara Demosthenes Control | Secretary | 10-25% | 2016 |
| Arthur Canter Control | Chief Compliance Officer | Over 75% | 2004 |
See all 4 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Boca Wealth Advisors, LLC manage?
Boca Wealth Advisors, LLC reports $378.6 million in regulatory assets under management on its Form ADV.
How many employees does Boca Wealth Advisors, LLC have?
Boca Wealth Advisors, LLC reports 2 employees.
Where is Boca Wealth Advisors, LLC located?
Boca Wealth Advisors, LLC is based in Boca Raton, FL and has been SEC-registered since 1999.
Does Boca Wealth Advisors, LLC disclose fund performance?
Boca Wealth Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1515 S Federal Hwy, Suite 306, Boca Raton, FL 33432 |
| Phone | 561-391-4477 |
| Fax | 561-391-8232 |
| Office hours | 8:30a.m.-4:00p.m. |
| SEC region | Miami Regional Office (MIRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$378.6M▲ 14%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 55%
Larger than 45% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$378.6Mregulatory AUM
Discretionary $378.6M