BOCA WEALTH ADVISORS
  • BOCA WEALTH ADVISORS
  • INVESTMENT ADVISORY PROFESSIONALS LLC
  • BOCA WEALTH ADVISORS, LLC

Adviser Profile

As of Date 01/30/2026
Registration SEC, Approved, 09/22/1999
ADV Location BOCA RATON, FL, United States
Contact Info 561 xxxxxxx
Websites
AUM* 378,570,000 9%
of that, discretionary 378,570,000 9%
Number of Employees 2 -33%
of those in investment advisory functions 2 -33%
Private Fund GAV* 0
Avg Account Size 736,518 5%
% High Net Worth 54.04% 8%
SMA’s Yes
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Charitable organizations

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses

Compensation Arrangments

- A percentage of assets under your management
- Fixed fees (other than subscription fees)

Reported AUM

379M 324M 270M 216M 162M 108M 54M
2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

Form ADV-E Surprise Examination Reports

Accounting Firm Name Filing Date Form ADV-E
Accounting Firm Name D BROOKS AND ASSOCIATES, CPAS, PA Filing Date09/22/2025 Form ADV-E View Report
Accounting Firm Name D BROOKS AND ASSOCIATES, CPAS, PA Filing Date09/11/2024 Form ADV-E View Report
Accounting Firm Name D BROOKS AND ASSOCIATES, CPAS, PA Filing Date01/17/2024 Form ADV-E View Report

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