GREAT WEALTH INVESTMENTS

GREAT WEALTH INVESTMENTS of BOCA RATON, FL is an SEC-registered investment adviser (CRD 310135). Regulatory assets under management: $15.6M.

Registration

• CRD: 310135
• Type: 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.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 310135 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search