{
  "crd_number": 340590,
  "slug": "boden-wealth-lemoyne-pa-340590",
  "primary_business_name": "BODEN WEALTH",
  "legal_name": "NI ACQUISITIONS COMPANY LLC",
  "dbas": [],
  "city": "Lemoyne",
  "state": "PA",
  "country": "United States",
  "cbsa_code": "25420",
  "metro": {
    "cbsa_code": "25420",
    "common_name": "Harrisburg",
    "msa_name": "Harrisburg-Carlisle, PA",
    "path": "/advisors/pa/harrisburg"
  },
  "registration_type": "sec",
  "registration_status": "120-Day Approval",
  "registration_date": "2026-04-09",
  "years_registered": 0,
  "period": "2026-10-01",
  "filing_date": "2026-08-07",
  "carried_forward": false,
  "raum_total": 581810839.0,
  "raum_discretionary": 581810839.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "500m_1b",
  "raum_band_label": "$500 million to $1 billion",
  "total_employees": 17,
  "advisory_employees": 8,
  "client_count_bucket": null,
  "clients_by_type": {
    "charitable": {
      "raum": 4891716.0,
      "count": 15
    },
    "individuals": {
      "raum": 116465052.0,
      "count": 848
    },
    "high_net_worth_individuals": {
      "raum": 457983983.0,
      "count": 345
    },
    "corporations_other_businesses": {
      "raum": 2470088.0,
      "count": 4
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "FL",
    "IN",
    "MD",
    "NJ",
    "PA",
    "SC",
    "TX",
    "VA"
  ],
  "websites": [
    "https://bodenwealth.com",
    "https://facebook.com/bodenwealth",
    "https://linkedin.com/company/bodenwealth"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/340590",
  "city_as_filed": "LEMOYNE",
  "url": "https://advisorcensus.com/firm/boden-wealth-lemoyne-pa-340590",
  "display_name": "Boden Wealth",
  "summary": "Boden Wealth is an SEC-registered investment advisory firm in Lemoyne, PA, registered since 2026, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated August 7, 2026.",
  "citation": "AdvisorCensus. Boden Wealth (CRD 340590): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for businesses (other than small businesses) or institutional clients",
    "Selection of other advisers (including private fund managers)"
  ],
  "quick_answers": [
    {
      "q": "How is Boden Wealth compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Boden Wealth reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees)."
    },
    {
      "q": "How much does Boden Wealth charge?",
      "a": "Its Form ADV Part 2A brochure dated March 10, 2026 states: Flat fee: $5,000 to $20,000 (financial planning or business exit consulting services); Hourly rate: $750 an hour (financial planning or business exit consulting services). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is Boden Wealth located?",
      "a": "Boden Wealth's principal office is in Lemoyne, PA, according to its Form ADV."
    },
    {
      "q": "Is Boden Wealth registered with the SEC or a state?",
      "a": "Boden Wealth is an SEC-registered investment advisory firm, registered since 2026. Status as filed: 120-Day Approval. CRD 340590."
    },
    {
      "q": "How much does Boden Wealth manage?",
      "a": "Boden Wealth reports $581,810,839 in regulatory assets under management in its Form ADV filing dated August 7, 2026 (100% discretionary)."
    },
    {
      "q": "What types of clients does Boden Wealth serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (848); high net worth individuals (345); charitable organizations (15)."
    },
    {
      "q": "Which custodians does Boden Wealth use?",
      "a": "Boden Wealth's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists SEI Private Trust Co. as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Boden Wealth report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/340590"
    },
    {
      "q": "Does Boden Wealth state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated March 10, 2026 says: \"Boden Wealth does not impose a minimum portfolio size or a minimum initial investment to open an account.\""
    },
    {
      "q": "What changed in Boden Wealth's recent Form ADV filings?",
      "a": "In the September 2026 filing data: Regulatory assets under management went from $0 to $581,810,839. Registered or notice-filed in FL, IN, MD, NJ, SC, VA."
    }
  ],
  "filing_history": [],
  "recent_changes": [
    {
      "period": "2026-09-01",
      "period_label": "September 2026",
      "notes": [
        "Regulatory assets under management went from $0 to $581,810,839.",
        "Registered or notice-filed in FL, IN, MD, NJ, SC, VA."
      ]
    },
    {
      "period": "2026-05-01",
      "period_label": "May 2026",
      "notes": [
        "Newly registered with the SEC."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 10, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "None",
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [
      "Flat fee: $5,000 to $20,000 (financial planning or business exit consulting services)",
      "Hourly rate: $750 an hour (financial planning or business exit consulting services)"
    ],
    "figures": [
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: None"
        ],
        "quotes": [
          "Boden Wealth does not impose a minimum portfolio size or a minimum initial investment to open an account."
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Flat fee: $5,000 to $20,000 (financial planning or business exit consulting services)"
        ],
        "quotes": [
          "Clients that are receiving financial planning or business exit consulting services are charged a fixed fee ranging from $ 5,000 to $20,000, depending upon the complexity of a client’s plan or the business exit consulting services provided."
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Hourly rate: $750 an hour (financial planning or business exit consulting services)"
        ],
        "quotes": [
          "In the alternative clients that are receiving financial planning or business exit consulting services may be charged an hourly fee rate up to $ 750."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": 0.0,
      "minimum_annual_fee": null,
      "planning": [
        {
          "kind": "flat",
          "amount": null,
          "min": 5000.0,
          "max": 20000.0,
          "period": "one_time",
          "service": "financial planning or business exit consulting services"
        },
        {
          "kind": "hourly",
          "amount": 750.0,
          "min": null,
          "max": null,
          "period": "hour",
          "service": "financial planning or business exit consulting services"
        }
      ]
    },
    "quotes": [
      "Boden Wealth does not impose a minimum portfolio size or a minimum initial investment to open an account.",
      "Clients that are receiving financial planning or business exit consulting services are charged a fixed fee ranging from $ 5,000 to $20,000, depending upon the complexity of a client’s plan or the business exit consulting services provided.",
      "In the alternative clients that are receiving financial planning or business exit consulting services may be charged an hourly fee rate up to $ 750."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "SEI Private Trust Co.",
      "name_as_filed": "SEI PRIVATE TRUST CO.",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/boden-wealth-lemoyne-pa-340590.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 848,
      "fewer_than_5": false,
      "raum": 116465052.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 345,
      "fewer_than_5": false,
      "raum": 457983983.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 15,
      "fewer_than_5": false,
      "raum": 4891716.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 4,
      "fewer_than_5": false,
      "raum": 2470088.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/340590",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}