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BOCA WEALTH ADVISORS

BOCA RATON, FL · CRD 108038 · IAPD ↗ · 561-391-4477

$378.6MRegulatory AUM
2Advisory reps
2Employees
0Clients
26-50Planning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

58
February 2025 — INVESTMENT ADVISORY PROFESSIONALS LLC is now doing business as BOCA WEALTH ADVISORS.
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM
61
January 2025 — INVESTMENT ADVISORY PROFESSIONALS LLC reports 26-50 financial-planning clients, up from 11-25.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
63
January 2025 — INVESTMENT ADVISORY PROFESSIONALS LLC reported RAUM up 26% ($275.4M -> $347.9M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.