BOCA WEALTH ADVISORS, LLC
Doing business as BOCA WEALTH ADVISORS. SEC Form ADV profile.
Total regulatory AUM
$378,570,000
Discretionary
$378,570,000
Non-discretionary
$0
Firm details
- CRD number
- 108038
- SEC file number
- 801-56858
- Main office
- BOCA RATON, FL, United States
- Employees
- 2
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Fixed fees
As of October 2026.