Alexandra Barbara Demosthenes

Employer firm

Boca Wealth Advisors CRD 108038

$379M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2010 → Present
  Boca Wealth Advisors, Llc
  Boca Raton, FL
• 10/2010 → 12/2024
  Arthur J Canter, Cpa
  Boca Raton, FL
• 01/2025 → Present
  Boca Wealth, Cpas, Llc
  Boca Raton, FL

Other Businesses

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

Exams

• S65 Uniform Investment Adviser Law Examination
  2011-10-31

Designations

• Certified Financial Planner

Other Names

• Alexandra Barbara Demosthenes
• Alexandra Barbara Mendieta
• Alexandra Barbara Mendieta