Boden Wealth
Firm details
- Headquarters
- Lemoyne, Pennsylvania
- CRD number
- 340590
- Registered since
- April 9, 2026
- 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 registered investment adviser organized as an LLC and registered with the SEC in 2026. The firm serves both individual/family and institutional clients and operates as a capital allocator — it builds portfolios directly and selects outside managers when appropriate. Advisory services include financial planning, portfolio management for individuals, small businesses and institutions, and selection of other advisers. Fee arrangements combine percentage-of-AUM billing with hourly and fixed-fee engagements. The adviser does not position itself as an ESG-focused manager and does not report multi-state advisory status.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
Sonia Goforth
Chief Compliance OfficerCRD 2544170
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 84Active vs passive
$249M in ETFs
91%
$226M
5%
$22.9M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD GROWTH INDEX FUND (VUG) | Vanguard | Passive | Large Growth | $47.5M | 551,896 | 19.10% |
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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