Insights

Niche Market Focus Boca Wealth Advisors specializes in serving wealthy families and high-net-worth individuals, providing comprehensive financial planning, estate, and retirement strategies tailored to complex financial needs.

Fiduciary Commitment As a fee-only and fiduciary advisory firm owned and operated by CPAs, they prioritize client interests, creating trust and positioning themselves as a reliable partner for families seeking transparent, conflict-free financial advice.

Growth Potential With revenue estimates between 1 million to 10 million and a small team of 2-10 employees, there is significant opportunity to expand service offerings, scale operations, and attract more high-net-worth clients.

Technology Utilization The use of modern tools such as Google Cloud, WordPress, and analytics platforms indicates openness to digital engagement and data-driven client solutions, which can be leveraged for targeted marketing and remote advisory services.

Market Opportunities Competing with large firms like Charles Schwab and Fidelity suggests Boca Wealth Advisors can differentiate through personalized, specialized services, targeting clients who prefer boutique, transparent, and highly-licensed advisory firms.

Boca Wealth Advisors Tech Stack

Boca Wealth Advisors uses 8 technology products and services including WordPress, Microsoft 365, Poptin, and more. Explore Boca Wealth Advisors's tech stack below.

WordPress

Content Management System

Microsoft 365

Poptin

Event Management

Google Cloud

Infrastructure As A Service

RequireJS

Javascript Frameworks

HSTS

Security

Google Tag Manager

Tag Management

X-Content-Type-Options

Web & Portal Technology

Boca Wealth Advisors Email Formats	Example	Percentage
First@iapllc.com	John@iapllc.com	100%

Boca Wealth Advisors Email Formats

Example

Percentage

First@iapllc.com

John@iapllc.com

100%

Frequently Asked Questions

Where is Boca Wealth Advisors's headquarters located?

Boca Wealth Advisors's main headquarters is located at 1515 South Federal Highway Suite 306 Boca Raton, Florida 33432 United States. The company has employees across 2 continents, including North AmericaAfrica.

What is Boca Wealth Advisors's phone number?

You can contact Boca Wealth Advisors's main corporate office by phone at

+1-561-391-****

. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Boca Wealth Advisors's official website and social media links?

Boca Wealth Advisors's official website is boca-wealth.com and has social profiles on LinkedIn.

What is Boca Wealth Advisors's SIC code NAICS code?

Boca Wealth Advisors's SIC code is 6211 - Security Brokers, Dealers, and Flotation Companies NAICS code is 52 - Finance and Insurance.

How many employees does Boca Wealth Advisors have currently?

As of February 2026, Boca Wealth Advisors has approximately 3 employees across 2 continents, including North AmericaAfrica. Key team members include President: A. J. A. C.Director Of Financial Planning / Sr. Wealth Advisor: A. D.. Explore Boca Wealth Advisors's employee directory with LeadIQ.

What industry does Boca Wealth Advisors belong to?

Boca Wealth Advisors operates in the Financial Services industry.

What technology does Boca Wealth Advisors use?

Boca Wealth Advisors's tech stack includes WordPressMicrosoft 365PoptinGoogle CloudRequireJSHSTSGoogle Tag ManagerX-Content-Type-Options.

What is Boca Wealth Advisors's email format?

Boca Wealth Advisors's email format typically follows the pattern of First@iapllc.com. Find more Boca Wealth Advisors email formats with LeadIQ.

When was Boca Wealth Advisors founded?

Boca Wealth Advisors was founded in 1998.

Boca Wealth Advisors

Q: What is Boca Wealth Advisors's official website and social media links?

Boca Wealth Advisors's official website is boca-wealth.com. Boca Wealth Advisors has social profiles on LinkedIn.

Q: How many employees does Boca Wealth Advisors have currently?

Boca Wealth Advisors has approximately 3 employees.

Q: What technology does Boca Wealth Advisors use?

Boca Wealth Advisors's tech stack includes RequireJS, Wix eCommerce, Google Analytics, MySQL, Google Tag Manager.

Financial ServicesFlorida, United States2-10 Employees

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.

Insights

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