Investment adviser · CRD 108038
BOCA WEALTH ADVISORS
Investment adviser filing (IA)
BOCA WEALTH ADVISORS, LLC
BOCA RATON, FL, United States · Form ADV filed Jan 30, 2026
- Regulatory AUM
- $379M Form ADV · Item 5.F
- Client accounts
- 514 Accounts, not individual clients
- Employees
- 2 Reported in this filing
- Advisory professionals
- 2 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 87 | $310,176,000 | 81.9% |
| Individuals | 66 | $30,023,000 | 7.9% |
| Charities | Fewer than 5 | $24,883,000 | 6.6% |
| Retirement plans | 4 | $13,488,000 | 3.6% |
Filing source
Form ADV 2043385 · Jan 30, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Jan 30, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management
Compensation
Percentage of assets · Fixed
Principal office
1515 S FEDERAL HWY, SUITE 306BOCA RATON, FL, 33432, United States
CRD 108038
Filing source
Form ADV 2043385 · Jan 30, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.