# Boca Wealth Advisors

Boca Wealth Advisors is a Multi Family Office based in Boca Raton, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Boca Raton, United States
- **Region:** North America
- **Address:** Boca Raton, FL, United States
- **Assets under management:** Undisclosed
- **LinkedIn:** https://www.linkedin.com/company/bocawealthadvisors

## Regulatory record

- **CRD number:** 108038
- **SEC file number:** 801-56858
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/108038

## About

BOCA WEALTH ADVISORS is an SEC-registered investment adviser in BOCA RATON, FL, registered since 1999. The firm manages approximately $379 million in regulatory assets. It has 2 employees and 2 investment advisers.

## Questions

### Who runs investment decisions at Boca Wealth Advisors?

No named principals or investment decision-makers for Boca Wealth Advisors have been identified in public records. The firm does not appear to publicly disclose its leadership team.

### Does Boca Wealth Advisors participate in fund commitments or only direct deals?

No public records indicate whether Boca Wealth Advisors participates in fund commitments or direct deals. The firm's investment approach is not detailed in available sources.

### What investment stages does Boca Wealth Advisors typically target?

Target investment stages for Boca Wealth Advisors are not disclosed. No stage-specific preferences have been documented in public records.

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Last updated: 2026-07-06T01:24:12.826Z

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