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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- HorizonDelta vital +more
- Established Date
- 02-02-1999
- Office Locations
- 1
Office Locations
About Boca Wealth Advisors
Boca Wealth Advisors is a Boca Raton, FL fee-only RIA providing tax-focused financial planning and wealth management, owned by CPAs. The firm works with retirees and business owners on customized retirement planning, estate and business-succession needs, and portfolio construction, with allocations that include public funds, fixed income (including munis) and ETFs. Custodies with Charles Schwab and has been featured in outlets including WSJ and Forbes.
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Owner & Executives
ARTHUR CANTER
Investment Advisor, President
- CRD
- #2584153
- Ownership
- 75% or more
ALEXANDRA BARBARA Demosthenes
Investment Advisor, VICE PRESIDENT
- CRD
- #5984852
- Ownership
- 5% but less than 10%
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $378,570,000 | $736,518 |
| Non-Discretionary | $0 | -- |
| Total | $378,570,000 | $736,518 |
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Separately Managed Accounts
Total SMA Asset: $378,570,000
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $441,426,327 | 23.5% |
| Municipal Bonds | $178,448,941 | 9.5% |
| Corporate - Investment Grade | $458,332,016 | 24.4% |
| Equity - Exchange | $433,912,687 | 23.1% |
| Cash | $197,233,040 | 10.5% |
| U.S. Government/Agency | $169,056,890 | 9.0% |
| Total | $1,878,409,901 | 100.0% |