Boden Wealth
Firm details
- Headquarters
- Lemoyne, Pennsylvania
- CRD number
- 340590
- Registered since
- April 9, 2026
- Website
- bodenwealth.com
- Custodians
- SEI INVESTMENTS DISTRIBUTION CO.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI78.72%
- Individuals20.02%
- Charitable Organizations0.84%
- Corporations / Businesses0.42%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
Boden Wealth is an independent, SEC-registered registered investment adviser that positions itself as a fee-for-service wealth manager and capital allocator for both individual/family and institutional clients. The firm offers financial planning, portfolio management for individuals and small businesses, institutional portfolio management, and the selection of third‑party advisers. Its fee arrangements include percentage-of-AUM billing as well as hourly and fixed-fee engagements. Boden Wealth is not characterized as an ESG-focused manager and, according to its filing data, does not operate as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds84%
- Exchange Traded Equities13%
- State & Local Bonds2%
- US Government Bonds1%
Owners & executives
3 of 4
Alison Bach
Personal CFOCRD 6252424
Tressia Marino
Personal CFOCRD 6279789
Nathan Imboden
CEO & CFOCRD 5508840
Contacts
3 of 3
Andrew Otto
Director of Trust ServicesCRD 5529204
Robert Grimm
Client AdvisorCRD 1423569
Noah Lehman
AnalystCRD 8036023
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 163Active vs passive
$497M in ETFs
91%
$452M
5%
$44.7M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD GROWTH INDEX FUND (VUG) | Vanguard | Passive | Large Growth | $47.5M | 551,896 | 9.56% |
Location
Lemoyne, PA
Cumberland
Location
Lemoyne, PA
Headquartered in Lemoyne, PA, anchoring the Harrisburg-York-Lebanon, PA metro in the Northeast.
- Metro area
- Harrisburg-York-Lebanon, PA
- Region
- Northeast
- County
- Cumberland
- Address
- 1027 Mumma Rd
- Time zone
- ET (UTC-5)
- Office locations
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