Every new Florida business filing, every dayNew Wealth Management Businesses in Boca Raton, FL
2 wealth management businesses recently registered in Boca Raton, Florida.
Updated October 7, 2026 · Most recent business filing Jun 16, 2026
Every new Florida filing, every day
See how it worksAbout Wealth Management Businesses in Boca Raton
This page lists new wealth management businesses registered in Boca Raton, Florida. We currently track 2, sourced directly from the Florida Division of Corporations and refreshed daily as new wealth management companies file.
Recent additions include Wold Financial Group and Banyan Global Advisors. The most recent wealth management business filing was on Jun 16, 2026.
Each entry shows the filing date and, where we can verify it, the owner name and contact details. If you sell to wealth management businesses in Boca Raton, this is one of the freshest prospect lists in the market.
All Filings
Wold Financial Group
Jun 16, 2026Wold Financial Group, operating as WOLD GROUP LLC, provides individualized wealth management and financial planning solutions. The firm is based in Mendota Heights, Minnesota, and is managed by Keith C. Wold, with a registered address in Boca Raton, Florida.
Banyan Global Advisors
May 10, 2026Banyan Global Advisors is a wealth management firm located in Boca Raton, FL, operating under the registered name Banyan Bank Advisors LLC. The firm manages $162 million in assets for 61 high-net-worth clients and is led by Daniel Reich. Their website and contact details align with the LLC filing.
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