# GREAT WEALTH INVESTMENTS

GREAT WEALTH INVESTMENTS of BOCA RATON, FL is an SEC-registered investment adviser.

## Registration

- CRD: 310135
- Type: SEC-registered investment adviser
- Location: 433 PLAZA REAL, BOCA RATON, FL, 33432
- Phone: 347-375-7100
- Latest filing: 2026-04-27
- Regulatory AUM: $15.6M
- Discretionary AUM: $14.9M
- Non-discretionary AUM: $659K
- Clients: 2
- Accounts: 76

## Business model

- Compensation: % of AUM, Fixed
- Clients served: Individuals, High net worth, Pooled vehicles

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/310135/brochure
- Similar advisers: https://search.stillhousedata.com/firm/310135/similar
- Related entities: https://search.stillhousedata.com/firm/310135/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/310135

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.