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| Keyboard |
| BOCA Wealth Advisors LLC
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|---|---|
| CRD # | 108038 |
| SEC # | 801-56858 |
| CIK # | |
| AUM | 378.6 M (2026-01-30) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 561-391-4477 |
| Address | 1515 S Federal Hwy Boca Raton, FL 33432 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 66 | 30.0 |
| (b) Individuals (high net worth individuals) | 87 | 310.2 |
| (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 | 4 | 13.5 |
| (h) Charitable organizations | 0 | 24.9 |
| (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 | 514 | 378.6 |
| By Discretionary | ||
| Discretionary | 514 | 378.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 514 | 378.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 378.6 | |
| Total | 514 | 378.6 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.2B |
| Serves | Retail |
| Comparable Firms | State | AUM |
|---|---|---|
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|
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|
CMG Global Holdings LLC
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|
All Terrain Financial Advisors LLC
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|
MKT and Associates LLC
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|
Legacy CG LLC
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|
Agnello Financial Group Inc
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FL | 378.6 M |
|
Auour Investments LLC
✚
|
MA | 378.0 M |
|
Olde Wealth Management LLC
✚
|
376.9 M | |
|
Strategic Planning Inc
✚
|
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