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Boca Wealth Advisors, LLC

● SEC registered since 1999CRD 108038SEC# 801-56858Boca Raton, FL
Export (members)
Reg. AUM
$333.4M
Employees
3
Accounts
498
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 $333.4 million in regulatory assets under management and employs 3 people.
www.linkedin.com/company/bocawealthadvisorsView on SEC.gov ↗

Boca Wealth Advisors, LLC owners & executives

4 reported
NameTitleOwnershipSince
Alexandra Barbara DemosthenesSecretary5-10%2016
Arthur Canter ControlChief Compliance OfficerOver 75%2004
Arthur Canter ControlPresidentOver 75%1998
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Frequently asked questions

How much does Boca Wealth Advisors, LLC manage?

Boca Wealth Advisors, LLC reports $333.4 million in regulatory assets under management on its Form ADV.

How many employees does Boca Wealth Advisors, LLC have?

Boca Wealth Advisors, LLC reports 3 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

Address1515 S Federal Hwy, Suite 306, Boca Raton, FL 33432
Phone561-391-4477
Fax561-391-8232
Office hours8:30a.m.-4:00p.m.
SEC regionMiami Regional Office (MIRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$333.4M
Non-discretionary$0
Total (RAUM)$333.4M