Boca Wealth Advisors provides financial planning, portfolio management for individuals and small businesses, estate planning, and tax planning. Financial planning was provided to 26–50 clients last fiscal year.
Boca Wealth Advisors reports 157 clients. They include 87 high-net-worth individuals, 66 individual clients, and 4 pension and profit-sharing plans. Of its assets, 100.0% ($379M across 514 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 42% | 8% |
| High-net-worth individuals | 55% | 82% |
| Pension and profit-sharing plans | 3% | 4% |
| Charitable organizations | Fewer than 5 | 7% |
Client shares use reported counts. Client types without a reported count are excluded from that total.
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 66 | $30M | 7.9% | $455K |
| High-net-worth individuals | 87 | $310M | 81.9% | $3.57M |
| Pension and profit-sharing plans | 4 | $13.5M | 3.6% | $3.37M |
| Charitable organizations | Fewer than 5 | $24.9M | 6.6% | — |
| Total | 157 | $379M | 100% | — |
- Clients
- 66
- Regulatory AUM
- $30M
- AUM share
- 7.9%
- Avg. per client
- $455K
- Clients
- 87
- Regulatory AUM
- $310M
- AUM share
- 81.9%
- Avg. per client
- $3.57M
- Clients
- 4
- Regulatory AUM
- $13.5M
- AUM share
- 3.6%
- Avg. per client
- $3.37M
- Clients
- Fewer than 5
- Regulatory AUM
- $24.9M
- AUM share
- 6.6%
- Avg. per client
- —
Total
- Clients
- 157
- Regulatory AUM
- $379M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 26–50
Boca Wealth Advisors charges 0.50%–1.00% a year for its Investment advisory fee schedule. The fee is billed in advance and is negotiable.
Fee details and sources
Arthur Canter owns 75% or more of Boca Wealth Advisors. The leadership team of Boca Wealth Advisors includes President Arthur Canter. It has 2 employees.
Leadership
- Arthur CanterPresident
- Alexandra DemosthenesVice President
- Arthur CanterChief Compliance Officer
- Alexandra DemosthenesSecretary
Investment adviser representatives
2 representatives listed in the SEC register as of 9 October 2026.
- Arthur Canter
- Alexandra Barbara Demosthenes
Staff
- 2 employees
- 2 in advisory functions
- 2 state-registered reps
- Owns 75% or more of Boca Wealth Advisors, LLC
Arthur Canter
Control person · since November 1998
- Owns 5% to 10% of Boca Wealth Advisors, LLC
Alexandra Demosthenes
Control person · since December 2025
Boca Wealth Advisors’ regulatory assets grew 1.6× from $235M (January 2021) to $379M (January 2026); clients rose from 135 to 157 and employees fell from 3 to 2.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| January 2026 | $379M | 157 | 2 | 1 |
| January 2025 | $333M | 156 | 3 | 2 |
| January 2024 | $275M | 151 | 3 | 2 |
| January 2023 | $260M | 148 | 3 | 2 |
| January 2022 | $272M | 138 | 3 | 2 |
| January 2021 | $235M | 135 | 3 | 2 |
Besides its headquarters, Boca Wealth Advisors has 0 offices, with 1 listed address in Florida.
Florida · 1 listed address
- 1515 S Federal Hwy, Suite 306, Boca RatonHQ
Contact and registration details
- Legal name
- Boca Wealth Advisors, LLC
- Headquarters
- 1515 S Federal Hwy, Suite 306, Boca Raton, FL 33432
- Website
- boca-wealth.com
- Phone
- 561-391-4477
- @bocawealthadvisors
- SEC file
- 801-56858
- Founded
- 1998
- Structure
- Florida LLC
- Fiscal year end
- December
Boca Wealth Advisors uses Charles Schwab ($378M) as custodian for its separately managed accounts. Boca Wealth Advisors has custody of client assets.
- Charles SchwabCharles Schwab & Co., Inc. · San Francisco, CA · $378M100%
At year end, Boca Wealth Advisors’ separately managed accounts were mostly in funds (70%) and bonds (23%).
What the accounts hold
- Stocks5%
- Funds70%
- Bonds23%
- State and local bonds12%
- Investment grade corporate bonds10%
- U.S. government and agency bonds1%
- Cash2%
How many clients does Boca Wealth Advisors have?
Boca Wealth Advisors has 157 clients and manages $379 million for them, as of January 2026. They include 87 high-net-worth individuals, 66 individual clients, and 4 pension and profit-sharing plans.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 30 January 2026
What services does Boca Wealth Advisors offer?
Boca Wealth Advisors provides financial planning, portfolio management for individuals and small businesses, estate planning, and tax planning.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
How much does Boca Wealth Advisors charge?
Boca Wealth Advisors charges 0.50%–1.00% a year for its Investment advisory fee schedule. The fee is billed in advance and is negotiable.
Source: 2026 BWA FORM ADV PART IIA BROCHURE, filed 30 January 2026
Which custodians does Boca Wealth Advisors use?
Boca Wealth Advisors’ separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $378M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 30 January 2026
How many financial advisors does Boca Wealth Advisors have?
Boca Wealth Advisors has 2 investment adviser representatives registered with state securities authorities, out of 2 employees, and 2 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Boca Wealth Advisors invest in?
At the end of its last fiscal year, Boca Wealth Advisors’ separately managed accounts held 70% registered funds (mutual funds, ETFs, BDCs), 12% state and local bonds, 10% investment grade corporate bonds, 5% exchange-traded equities, 2% cash and equivalents and 1% U.S. government and agency bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Boca Wealth Advisors?
Boca Wealth Advisors’ direct owners are Arthur Canter (75% or more) and Alexandra Demosthenes (5% to 10%).
Source: Form ADV Part 1A, Schedules A and B, filed 30 January 2026
How does Boca Wealth Advisors get paid?
Boca Wealth Advisors is paid through a percentage of assets under management and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
Is Boca Wealth Advisors registered with the SEC?
Yes, Boca Wealth Advisors has been registered with the SEC as an investment adviser since 22 September 1999. Its CRD number is 108038 and its SEC file number is 801-56858.
Source: Form ADV Part 1A, Item 1, filed 30 January 2026; IAPD firm record
How do I contact Boca Wealth Advisors?
Boca Wealth Advisors’ main office is at 1515 S Federal Hwy, Suite 306, Boca Raton, FL 33432. Its phone number is 561-391-4477. Its website is boca-wealth.com.