Boca Wealth Advisors
Boca Wealth Advisors is an SEC-registered wealth manager in Boca Raton, FL with $378.6M assets under management (AUM, regulatory AUM), +14% over one year. See who owns Boca Wealth Advisors: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 108038, SEC 801-56858, data through 2026-01-30.
- AUM (assets under management / regulatory AUM)
- $378.6M (2026-01-30)
- Firm type
- Wealth Manager
- Location
- Boca Raton, FL
- Employees
- 2
- Clients
- 157
- CRD
- 108038
- Ownership
- CANTER, ARTHUR; HEIMBERG, FREDERICK, MARK; MICLEAN, MARK, DAVID; Demosthenes, ALEXANDRA, BARBARA
How much AUM does Boca Wealth Advisors have?
Boca Wealth Advisors reported $378.6M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-01-30).
Who owns Boca Wealth Advisors?
Disclosed owners and executives of Boca Wealth Advisors include CANTER, ARTHUR, HEIMBERG, FREDERICK, MARK, MICLEAN, MARK, DAVID, Demosthenes, ALEXANDRA, BARBARA. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.