Boca Wealth Advisors
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$340,199,000
Clients
153
Advisors
2
of 2 employees
About
Boca Wealth Advisors is a fee‑only investment advisory and financial planning firm that serves high‑net‑worth individuals, trusts, foundations, and company retirement plans, generally requiring a $1 million account minimum. The firm manages client portfolios on a discretionary basis (approximately $340 million as reported in its brochure) and provides integrated wealth management advice covering retirement, estate, and tax‑related matters while acting as a fiduciary under the Advisers Act and, for applicable accounts, ERISA/IRC.
The firm follows an academic‑based investment approach, implementing diversified portfolios primarily with low‑cost mutual funds and ETFs, complemented by investment‑grade individual fixed income securities and a systematic tilt toward small‑cap and value exposures. Portfolios are tailored to client objectives, reviewed and rebalanced periodically, and the firm also manages “held‑away” retirement and education accounts via a third‑party platform when appropriate.
A distinctive feature is the firm’s affiliation with an accounting practice owned by the same principals, which the brochure notes is commonly used by clients for accounting and tax services and is presented as part of its coordinated wealth management offering. The brochure also discloses use of client testimonials in advertising, a practice that is uncommon among similarly sized supported advisors.
Client services
Expertise
Occupation focus
Demographic focus
Fee options
Financial planning services may be charged on a fixed periodic fee or project basis in limited circumstances.
$0 - $1,000,000: 1.00% annually $1,000,001 - $2,000,000: 0.75% annually $2,000,001+: 0.50% annually
Account minimum: $1,000,000 Fee-only: Investment advisory fees billed quarterly in advance as percentage of assets under management; financial planning services may be billed separately on a fixed periodic fee or project basis.
Main office
1515 S Federal Hwy, Suite 306
Boca Raton FL 33432
Advisors at this office
2
Most active in
Florida · Texas
Also doing business as
Boca Wealth Advisors · Boca Wealth Advisors, LLC · Investment Advisory Professionals LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Alexandra D
CFP®, Series 65
Boca Raton, FL
Boca Wealth Advisors
Alexandra Demosthenes is a CFP® professional with 14 years of industry experience, currently serving at Boca Wealth Advisors and Boca Wealth CPAs, LLC in Boca Raton, FL. She has worked in both financial advisory and accounting roles, including preparing tax returns and conducting tax research at Boca Wealth CPAs. Boca Wealth Advisors is a fee-only firm that provides wealth management and financial planning services to high-net-worth individuals, trusts, foundations, and retirement plans. The firm employs an academic-based investment approach using diversified portfolios of low-cost mutual funds, ETFs, and fixed income securities, while integrating tax and estate planning through its affiliation with an in-house accounting practice.
Arthur C
CFP®
Boca Raton, FL
Boca Wealth Advisors
Arthur Canter is a CFP® professional with 27 years of industry experience. He has been with Boca Wealth Advisors, LLC since 1998 and also operates Boca Wealth CPAs, LLC, which provides tax return preparation and accounting services. Prior to that, he worked under his own CPA practice from 1985 to 2024. Boca Wealth Advisors is a fee-only investment advisory firm serving high-net-worth individuals, trusts, foundations, and company retirement plans, typically requiring a $1 million account minimum. The firm employs an academic-based investment approach using diversified portfolios of low-cost mutual funds, ETFs, and fixed income securities, offering integrated wealth management that includes retirement, estate, and tax planning.
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