BOCA RATON, FLCRD 108038Latest ADV January 30, 2026
Boca Wealth Advisors is an SEC registered investment adviser organized as a limited liability company with a primary office location in Boca Raton, FL. Its latest Form ADV filing, dated January 30, 2026, reports $379M in regulatory assets under management, 2 employees, and 514 accounts.
Assets Under Management
$379M
Employees
2
Offices
--
Total Clients
157
Primary office
BOCA RATON, FL
1515 S FEDERAL HWY, SUITE 306, BOCA RATON, FL, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentHNWI represent 55.4% of total clients.
Top client categories% of clientsClients
1
HNWI
55.4%
87
2
Individuals
42.0%
66
3
Pension Plans
2.5%
4
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$379Mas of January 30, 2026
Discretionary100.0%
$379M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$379M
Total Accounts514
10Y AUM Change+$195M (+105.7%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees2
Clients per Employee79:1
10Y Employee Change-1 (-33.3%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.