BOCA WEALTH ADVISORS, LLC
Legal name: BOCA WEALTH ADVISORS
CRD #108038 SEC #801-56858 BOCA RATON, FL 561-391-4477
SEC Registered
Total AUM
$333.4M
Discretionary
$333.4M
Employees
3
Clients
26
Accounts
498
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2025 | $333.4M | $333.4M | $0 | 3 | 0 |
| Jan 2025 | $333.4M | $333.4M | $0 | 3 | 0 |
| Dec 2024 | $347.9M | $347.9M | $0 | 3 | 0 |
| Jan 2024 | $275.4M | $275.4M | $0 | 3 | 0 |
| Jan 2023 | $259.6M | $259.6M | $0 | 3 | 0 |
| Jan 2022 | $272M | $272M | $0 | 3 | 0 |
| Jan 2021 | $235M | $235M | $0 | 3 | 0 |
| Jun 2020 | $224.3M | $224.3M | $0 | 3 | 0 |
| Jan 2020 | $224.3M | $224.3M | $0 | 3 | 0 |
| Jan 2019 | $195M | $195M | $0 | 3 | 0 |
| Feb 2018 | $210.7M | $210.7M | $0 | 3 | 0 |
| Jan 2017 | $184M | $184M | $0 | 3 | 100 |
| Apr 2016 | $182M | $182M | $0 | 3 | 100 |
| Jan 2016 | $182M | $182M | $0 | 3 | 100 |
| Jan 2015 | $189M | $189M | $0 | 3 | 100 |
| Feb 2014 | $177M | $177M | $0 | 3 | 100 |
| Jan 2013 | $152M | $152M | $0 | 3 | 26 |
| Jan 2012 | $133M | $133M | $0 | 1 | 26 |
| Feb 2011 | $137M | $137M | $0 | 5 | -- |
| Jan 2011 | $137M | $137M | $0 | 5 | -- |
| Jan 2008 | $133M | $133M | $0 | 5 | -- |
| Jan 2007 | $130M | $130M | $0 | 5 | -- |
| Jan 2006 | $105M | $105M | $0 | 5 | -- |
| Feb 2005 | $87M | $87M | $0 | 5 | -- |
| Jan 2005 | $87M | $87M | $0 | 5 | -- |
| Apr 2002 | $45M | $45M | $0 | 5 | -- |
| Apr 2002 | $45M | $45M | $0 | 5 | -- |
DateDec 2025
Total AUM$333.4M
Discretionary$333.4M
Non-Disc.$0
Employees3
Clients0
DateJan 2025
Total AUM$333.4M
Discretionary$333.4M
Non-Disc.$0
Employees3
Clients0
DateDec 2024
Total AUM$347.9M
Discretionary$347.9M
Non-Disc.$0
Employees3
Clients0
DateJan 2024
Total AUM$275.4M
Discretionary$275.4M
Non-Disc.$0
Employees3
Clients0
DateJan 2023
Total AUM$259.6M
Discretionary$259.6M
Non-Disc.$0
Employees3
Clients0
DateJan 2022
Total AUM$272M
Discretionary$272M
Non-Disc.$0
Employees3
Clients0
DateJan 2021
Total AUM$235M
Discretionary$235M
Non-Disc.$0
Employees3
Clients0
DateJun 2020
Total AUM$224.3M
Discretionary$224.3M
Non-Disc.$0
Employees3
Clients0
DateJan 2020
Total AUM$224.3M
Discretionary$224.3M
Non-Disc.$0
Employees3
Clients0
DateJan 2019
Total AUM$195M
Discretionary$195M
Non-Disc.$0
Employees3
Clients0
DateFeb 2018
Total AUM$210.7M
Discretionary$210.7M
Non-Disc.$0
Employees3
Clients0
DateJan 2017
Total AUM$184M
Discretionary$184M
Non-Disc.$0
Employees3
Clients100
DateApr 2016
Total AUM$182M
Discretionary$182M
Non-Disc.$0
Employees3
Clients100
DateJan 2016
Total AUM$182M
Discretionary$182M
Non-Disc.$0
Employees3
Clients100
DateJan 2015
Total AUM$189M
Discretionary$189M
Non-Disc.$0
Employees3
Clients100
DateFeb 2014
Total AUM$177M
Discretionary$177M
Non-Disc.$0
Employees3
Clients100
DateJan 2013
Total AUM$152M
Discretionary$152M
Non-Disc.$0
Employees3
Clients26
DateJan 2012
Total AUM$133M
Discretionary$133M
Non-Disc.$0
Employees1
Clients26
DateFeb 2011
Total AUM$137M
Discretionary$137M
Non-Disc.$0
Employees5
Clients--
DateJan 2011
Total AUM$137M
Discretionary$137M
Non-Disc.$0
Employees5
Clients--
DateJan 2008
Total AUM$133M
Discretionary$133M
Non-Disc.$0
Employees5
Clients--
DateJan 2007
Total AUM$130M
Discretionary$130M
Non-Disc.$0
Employees5
Clients--
DateJan 2006
Total AUM$105M
Discretionary$105M
Non-Disc.$0
Employees5
Clients--
DateFeb 2005
Total AUM$87M
Discretionary$87M
Non-Disc.$0
Employees5
Clients--
DateJan 2005
Total AUM$87M
Discretionary$87M
Non-Disc.$0
Employees5
Clients--
DateApr 2002
Total AUM$45M
Discretionary$45M
Non-Disc.$0
Employees5
Clients--
DateApr 2002
Total AUM$45M
Discretionary$45M
Non-Disc.$0
Employees5
Clients--