Boca Wealth Advisors
Financial Services • 
Boca Raton, Florida, United States • 1-10 Employees
Company overview
| Headquarters | 400 S Dixie Hwy, Suite 322, Boca Raton, FL 33432, US |
| Phone number | +15613914477 |
| Website | |
| NAICS | 52 |
| Keywords | Estate Planning, Retirement Planning, Wealth Management, Investment Management, Financial Planning, Tax Planning, Fee-Only Financial Advice, Financial Advisors |
| Founded | 1998 |
| Employees | 1-10 |
| Socials |
Key Contact at Boca Wealth Advisors
Alexandra Demosthenes
Director of Financial Planning / Sr. Wealth Advisor
Boca Wealth Advisors Email Formats
Boca Wealth Advisors uses 1 email format. The most common is {first initial} (e.g., j@boca-wealth.com), used 100% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial} | j@boca-wealth.com | 100% |
About Boca Wealth Advisors
We are an independent fee-only investment advisory firm owned and operated by CPAs. We offer financial planning, wealth management, fee-only financial advice, investment management, tax, estate and retirement planning. Our financial advisors have been helping wealthy families deal with the complexity of their finances for over 25 years. All of our advisors have earned the CPA/PFS designation. We offer management of personal accounts, retirement (company, IRAs), trust (living and testamentary), foundation, and many other types of accounts. We act as a fiduciary in all of our relationships. This means we only act in the best interest of our clients.
Boca Wealth Advisors revenue & valuation
| Annual revenue | $1,000,000 |
| Revenue per employee | $334,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $3,200,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Funding Data
Boca Wealth Advisors has never raised funding before.
Canada
South Africa
Frequently asked questions
4.8
40,000 users
