What departments does Boca Wealth Advisors have?

Boca Wealth Advisors has employees across 1 departments including Finance.

What is the largest department at Boca Wealth Advisors?

The largest department at Boca Wealth Advisors is Finance with 1 employees.

Where are Boca Wealth Advisors employees located globally?

Boca Wealth Advisors has employees across 2 continents and 2 countries including Egypt, United States Of America.

How has Boca Wealth Advisors's team size changed over time?

Boca Wealth Advisors's team has remained stable from approximately 2 to 2 employees based on available data.

Boca Wealth Advisors Employee Directory

Financial ServicesFlorida, United States2-10 Employees

Boca Wealth Advisors is an independent, fee-only investment advisory firm based in Boca Raton, Florida. Owned and operated by CPAs, the firm provides financial planning, wealth management, investment management, and comprehensive tax, estate, retirement, and fiduciary services for clients with complex finances. Its advisors, all holding the CPA/PFS designation, bring more than two decades of experience serving affluent families, and the firm emphasizes acting as a fiduciary in all client relationships. The practice manages a range of accounts, including personal, retirement plans, trusts, and foundations, positioning itself within the financial services industry as a specialized, advisor-led resource for high-net-worth clients seeking integrated financial and tax planning. The company operates from a small professional team in the Boca Raton area, reflecting a boutique approach focused on personalized guidance rather than scale. A recent development note is not provided beyond the firm’s ongoing emphasis on independent, fee-only advisory services.

Boca Wealth Advisors Global Highlights

North America
4

United States Of America
4

Africa
1

Egypt
1

Boca Wealth Advisors's Leadership

A. J. A. C.
President
Mobile Phone
Email
A. D.
Director Of Financial Planning / Sr. Wealth Advisor
Mobile Phone
Email

Boca Wealth Advisors Employee Metrics

100%

50%

0%

2026

2025

Banking
Other

Contact profiles from Boca Wealth Advisors

Name

Title

Contact

Location

Last Update

A. J. A. C.
President
Mobile Phone
Email
United StatesFlorida
Apr 15, 2026
A. D.
Director Of Financial Planning / Sr. Wealth Advisor
Mobile Phone
Email
United StatesFlorida
Jan 27, 2026

Frequently Asked Questions

What is Boca Wealth Advisors known for?

Boca Wealth Advisors was founded in 1998 operates in the Financial Services industry; you can contact the main corporate office by phone at

+1-561-391-****

. Explore Boca Wealth Advisors's company overview page for more information.

What is Boca Wealth Advisors's most common email format?

Boca Wealth Advisors employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Boca Wealth Advisors email formats with LeadIQ.

How many employees does Boca Wealth Advisors have currently?

Boca Wealth Advisors has approximately 3 employees as of August 2026. These team members are located across 2 continents, including North AmericaAfrica.

Who are Boca Wealth Advisors's key employees and leadership?

As of August 2026, Boca Wealth Advisors's key employees include:

President: A. J. A. C.
Director Of Financial Planning / Sr. Wealth Advisor: A. D.

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Boca Wealth Advisors Employee Directory

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