Disclosures

REGISTRATION

Boca Wealth Advisors, LLC (BWA) is a U. S. Securities and Exchange Commission Registered Investment Advisory firm. We do not render or offer to render personalized investment advice or financial planning advice through this medium. This medium is limited to providing general information about our services and an efficient method for a prospective client to contact us. Advice can only be rendered after all of the following conditions are met:

1. Delivery of our Form ADV Parts 2A and 2B and Form CRS as disclosure statement to you,
2. Execution of an Investment Advisory Agreement, and
3. Initial payment of the advisory fee.

BWA currently maintains notice filings as an investment adviser in Florida and Texas. We have clients in other states, but due to the fact that BWA has less than the required number of client contacts in each of those states, those states do not require notice filings in such instances.

When you access certain links on Boca Wealth Advisors’ web site you may leave the Boca Wealth Advisors web site. Boca Wealth Advisors does not endorse the content of such web sites nor the products, services or other items offered through them. Any links to other web sites are not intended as referrals or endorsements, but are merely provided to the users of the Boca Wealth Advisors web site for convenience and informational purposes.

2026 Form ADV Part IIA
2026 Form ADV Part IIB-Brochure Supplement
Form CRS
Business Continuity Planning Statement

NO RELIANCE

While Boca Wealth Advisors uses reasonable efforts to obtain information from sources which it believes to be reliable, Boca Wealth Advisors make no representation that the information or opinions contained on this web site is accurate, reliable or complete. The information and opinions contained herein are provided by Boca Wealth Advisors for personal use and informational purposes only and are subject to change without notice. Nothing contained on this site constitutes investment, financial, legal, tax or other advice nor is to be relied upon for making investment or other decisions. Boca Wealth Advisors’ specific advice is given only within the context of our contractual agreements with our clients.