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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| BOCA Wealth Advisors LLC
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|---|---|
| CRD # | 108038 |
| SEC # | 801-56858 |
| CIK # | |
| AUM | $333.4 M (2025-01-31) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Phone | 561-391-4477 |
| Address | 400 S Dixie Hwy Boca Raton, FL 33432 |
| Source | [IAPD] [Website] [LinkedIn] [Instagram] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 68 | 29.4 |
| (b) Individuals (high net worth individuals) | 83 | 269.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 5 | 11.5 |
| (h) Charitable organizations | 0 | 22.8 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 498 | 333.4 |
| By Discretionary | ||
| Discretionary | 498 | 333.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 498 | 333.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 333.4 | |
| Total | 498 | 333.4 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Glassy Mountain Advisors Inc
✚
|
MD | 0.3 |
|
Family Wealth Advisory Group LLC
✚
|
OH | 0.3 |
|
MB Generational Wealth LLC
✚
|
WA | 0.3 |
|
Novak & Powell Financial Services Inc
✚
|
FL | 0.3 |
|
REYL Overseas Ltd
✚
|
0.3 | |
|
Sonata Capital Group Inc
✚
|
WA | 0.3 |
|
Dover Advisors LLC
✚
|
0.3 | |
|
Kenney Investments Inc
✚
|
IL | 0.3 |
|
T Anton Investment House Inc
✚
|
WI | 0.3 |
|
Olde Wealth Management LLC
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|
0.3 |