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Boca Wealth Advisors

EST. AUM
$333,406,000

CONTACTS
3

CLIENT ACCOUNTS
498

Firm Details

Metro area Ft. Lauderdale
CRD Number 108038
Website boca-wealth.com
Client types

Overview

Formerly known as Investment Advisory Professionals, LLC, the company rebranded to Boca Wealth Advisors in late 2024. They manage over $230,000,000 for about 135 clients. They consult with clients on many different facets of their financial life, but mostly regarding investment, tax, retirement, and estate planning. They are honored to serve as trustee with or for their clients in many cases.

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Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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