Alexandra B. Demosthenes
BOCA WEALTH ADVISORS
Boca Raton, FL 33432
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CRD#: 5984852
Professional summary
Alexandra Barbara Demosthenes, CFP®, who also goes by Alexandra Barbara Demosthenes, Alexandra Barbara Mendieta, Alexandra Barbara Mendieta, is a registered financial advisor currently at BOCA WEALTH ADVISORS located in Boca Raton, Florida.
Alexandra is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. Alexandra has worked at 1 firm and has passed the Series 65 exam.
Biography
Alexandra is the Director of Financial Planning and Senior Wealth Advisor for Investment Advisory Professionals, LLC (IAP). Her duties include portfolio management, financial planning, and tax planning.
Alexandra is a Past President and current Board Member of the Atlantic Chapter of the FICPA (Florida Institute of Certified Public Accountants). She has served as a Board Member of FICPA Young CPA Committee, Volunteer Advisor at AICPA Accounting Scholars Leadership Workshop and is a member of the Boca Raton Estate Planning Council, American Institute of Certified Public Accountants, and Florida Institute of Certified Public Accountants. Alexandra also enjoys her time as a member of the Boca Raton Toastmasters.
Alexandra earned her BBA in Accounting Summa Cum Laude, Florida Atlantic University in 2009 and her Masters of Accounting with Scholars Distinction at Florida Atlantic University in 2009. Her hobbies include running, swimming, surfing, and traveling.
Question & Answer
What are your service offerings?
Tax Planning
Investment Planning
Estate Planning
Comprehensive Financial Planni...
Small Business Planning
Retirement Planning
Do you have an area of expertise or specialization?
High Net Worth Client Needs
Investment Advice with Ongoing...
Medical Professionals
Retirement Planning & Distribu...
Tax Planning
Women's Financial Planning Iss...
What is your minimum asset requirement?
1
Are you a "fiduciary"?
Yes
Aliases
Alexandra Barbara Demosthenes | Alexandra Barbara Mendieta | Alexandra Barbara Mendieta
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
NAME: Boca Wealth CPAs, LLC INVESTMENT-RELATED: NO ADDRESS: 400 S. DIXIE HWY #322 BOCA RATON, FL 33432 NATURE OF BUSINESS: CPA TAX PRACTICE POSITION: ACCOUNTANT START OF BUSINESS RELATIONSHIP: 10/2010 HOURS/MONTH: 70 HRS HOURS DURING SECURITY TRADING HOURS: 3 PER DAY DUTIES: BOOKEEPING, PREPARING TAX RETURNS, TAX RESEARCH
CRS (Client Relationship Summary) - RIA
Click below to view Alexandra Barbara Demosthenes's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2013
Experience
Current
December 21, 2011 - Present
BOCA WEALTH ADVISORS
Office #1: 400 S Dixie Hwy Suite 322, Boca Raton, FL 33432RIA
CRD#: 108038
Boca Raton, FL
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
BOCA WEALTH ADVISORS
BOCA WEALTH ADVISORS | INVESTMENT ADVISORY PROFESSIONALS LLC | BOCA WEALTH ADVISORS, LLC
CRD#: 108038 / SEC#: 801-56858
RIA
Registered Investment Advisory firm - (9/22/1999 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Florida(12/21/2011)
IAR
Texas(4/29/2016)
Current Firm
BOCA WEALTH ADVISORS
BOCA WEALTH ADVISORS | INVESTMENT ADVISORY PROFESSIONALS LLC | BOCA WEALTH ADVISORS, LLC
CRD#: 108038 / SEC#: 801-56858
RIA
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Contact information
Main Address
400 S Dixie Hwy Suite 322, Boca Raton, FL 33432
Mailing Address
Phone number
(561) 391-4477
Established
Firm type
Fiscal year end
# of Employees
3
SEC notice filing (2 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 498 |
| AUM (Assets Under Management) | $ 333,406,000 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 09/22/2025 | ||
| 09/11/2024 | ||
| 01/17/2024 | ||
| 10/26/2022 |
Red Flags
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Company Information
BOCA WEALTH ADVISORS
CRD#: 108038Boca Raton, FL 33432TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
