BODEN WEALTH

Overview

Boden Wealth is organized as a limited liability company and appears to be a recently established SEC-registered adviser (registration year listed as 2026). The firm is individually owned and describes itself as a capital allocator, with services focused on financial planning, discretionary portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and the selection or oversight of other advisers. Its billing options include a mix of asset-based fees, hourly charges, and fixed-fee engagements. The snapshot indicates the firm does not position itself as an active ESG investor and is not registered as a multi-state adviser.

Assets & Accounts

Location & Offices