# Boden Wealth

> 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.

- CRD: 340590
- Filed as: BODEN WEALTH
- Legal name: NI Acquisitions Company LLC
- Registration: SEC-registered investment adviser (status as filed: 120-Day Approval)
- Location: Lemoyne, PA
- Filing period: October 2026
- Form ADV filing dated: August 7, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/340590
- AdvisorCensus page: https://advisorcensus.com/firm/boden-wealth-lemoyne-pa-340590

## Quick answers

**How is Boden Wealth compensated?**
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).

**How much does Boden Wealth charge?**
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.

**Where is Boden Wealth located?**
Boden Wealth's principal office is in Lemoyne, PA, according to its Form ADV.

**Is Boden Wealth registered with the SEC or a state?**
Boden Wealth is an SEC-registered investment advisory firm, registered since 2026. Status as filed: 120-Day Approval. CRD 340590.

**How much does Boden Wealth manage?**
Boden Wealth reports $581,810,839 in regulatory assets under management in its Form ADV filing dated August 7, 2026 (100% discretionary).

**What types of clients does Boden Wealth serve?**
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).

**Which custodians does Boden Wealth use?**
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.

**Does Boden Wealth report any disciplinary disclosures?**
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

**Does Boden Wealth state an account minimum?**
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."

**What changed in Boden Wealth's recent Form ADV filings?**
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.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated March 10, 2026)

- Account minimum: None

> Boden Wealth does not impose a minimum portfolio size or a minimum initial investment to open an account.

- Flat fee: $5,000 to $20,000 (financial planning or business exit consulting services)

> 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.

- Hourly rate: $750 an hour (financial planning or business exit consulting services)

> In the alternative clients that are receiving financial planning or business exit consulting services may be charged an hourly fee rate up to $ 750.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- SEI Private Trust Co.

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.

### Regulatory assets under management (Item 5.F)
- Total: $581,810,839
- Discretionary: $581,810,839
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 848 | $116,465,052 |
| High net worth individuals | 345 | $457,983,983 |
| Charitable organizations | 15 | $4,891,716 |
| Corporations or other businesses not listed above | 4 | $2,470,088 |

### Advisory services (Item 5.G)
- 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)

### Firm details
- Registered since: 2026 (0 years)
- Employees: 17 total, 8 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, IN, MD, NJ, PA, SC, TX, VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- bodenwealth.com
- Facebook @bodenwealth
- LinkedIn @bodenwealth

## Changes in the filing (last 12 months)

### September 2026
- Regulatory assets under management went from $0 to $581,810,839.
- Registered or notice-filed in FL, IN, MD, NJ, SC, VA.

### May 2026
- Newly registered with the SEC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Boden Wealth (CRD 340590): Form ADV filing data as of October 2026.