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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

BODEN WEALTH

NI ACQUISITIONS COMPANY LLC, CRD 340590

LEMOYNE, PA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:9d91b8b0-d1ba-2cd5-ae51-420c2582062d

Data as of Aug 7, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 5:47 AM UTC and rebuilt at most every 15 minutes.

Relationships: 10
Dated events: 2
On other graphs: 0
Observed: Apr 27, 2026 to Aug 7, 2026
3 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.99 fund_share=0.0 institutional_share=0.01 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $582MItem 5.F on the latest filing (2026-08-07); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $582M
Private client RAUM: $574MderivedItem 5.D individuals plus high net worth individuals
Private client share: 99%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 6
RAUM per advisor: $97.0Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 17
Advisory employees: 8
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 2,200
Individual clients: 848
High net worth clients: 345
SEC number: 801-135817
CRD: 340590
Filings on the tape: 3
First filed: Apr 27, 2026
Latest filed: Aug 7, 2026
Organised: Limited Liability Company, PA
Website: bodenwealth.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	In industry	Prior firms	Dual registered
ROBERT LINWOOD GRIMM	n/a	LEMOYNE, PA	39	1	no
NATHAN EUGENE IMBODEN	Certified Financial Planner	LEMOYNE, PA	18	3	no
ANDREW MCMICHAEL OTTO	Certified Financial Planner	LEMOYNE, PA	18	2	no
TRESSIA MAE MARINO	n/a	LEMOYNE, PA	12	3	no
Noah Lehman	n/a	LEMOYNE, PA	12	1	no
ALISON BACH CANTLEY	Certified Financial Planner	LEMOYNE, PA	13	2	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
IMBODEN, NATHAN, EUGENE	CHIEF EXECUTIVE OFFICER	E	yes	07/2023	Aug 7, 2026	Aug 7, 2026
OTTO, ANDREW, MCMICHAEL	DIRECTOR OF TRUST SERVICES	C	yes	01/2025	Aug 7, 2026	Aug 7, 2026
Goforth, Sonia, Ann	CHIEF COMPLIANCE OFFICER	Na	no	03/2026	Aug 7, 2026	Aug 7, 2026

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Apr 27, 2026	$0	$0	17	8	0	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
6	0	6	0.0%	0	0	0	6	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$582M	n/a	n/a	n/a	n/a	17	n/a	0	n/a

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
KESTRA ADVISORY SERVICES, LLC	2	Apr 28, 2026	Apr 28, 2026	CAMP HILL, PA	Team lift out	Ibd to new firm	0.1%
KESTRA ADVISORY SERVICES, LLC	4	Apr 28, 2026	Apr 27, 2026	AUSTIN, TX	Team lift out	Ibd to new firm	0.3%

Relationships

Owns (1)

← Goforth, Sonia, AnnOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Aug 7, 2026 to presentfactForm ADV

Controls (2)

← IMBODEN, NATHAN, EUGENEOwnerCHIEF EXECUTIVE OFFICER, ownership code E, individual
Aug 7, 2026 to presentfactForm ADV
← OTTO, ANDREW, MCMICHAELOwnerDIRECTOR OF TRUST SERVICES, ownership code C, individual
Aug 7, 2026 to presentfactForm ADV

Registered with (6)

← ALISON BACH CANTLEYAdvisorregistration: current employment
Apr 28, 2026 to presentfactForm ADV
← ROBERT LINWOOD GRIMMAdvisorregistration: current employment
Apr 27, 2026 to presentfactForm ADV
← NATHAN EUGENE IMBODENAdvisorregistration: current employment
Apr 27, 2026 to presentfactForm ADV
← ANDREW MCMICHAEL OTTOAdvisorregistration: current employment
Apr 27, 2026 to presentfactForm ADV
← TRESSIA MAE MARINOAdvisorregistration: current employment
Apr 27, 2026 to presentfactForm ADV
← Noah LehmanAdvisorregistration: current employment
Apr 27, 2026 to presentfactForm ADV

Moved with (1)

← KESTRA ADVISORY SERVICES, LLCRegistered adviser5 advisors, team lift out, same day
Apr 28, 2026 to Apr 28, 2026factForm ADV

Dated events

Occurred
Apr 28, 2026
Team lift-out
5 advisors left Kestra Advisory Services, LLC (Austin, TX) for Boden Wealth on the same day
Form ADVobserved 5 days ago
5 advisors
Occurred
Apr 28, 2026
Team lift-out
2 advisors left Kestra Advisory Services, LLC (Camp Hill, PA) for Boden Wealth on the same day
Form ADVobserved 4 days ago
2 advisors

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:9d91b8b0-d1ba-2cd5-ae51-420c2582062d
First observed: Apr 27, 2026
Last observed: Aug 7, 2026 45 days ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

BODEN WEALTH

NI ACQUISITIONS COMPANY LLC, CRD 340590

LEMOYNE, PA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:9d91b8b0-d1ba-2cd5-ae51-420c2582062d

Data as of Aug 7, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 5:47 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

ROBERT LINWOOD GRIMM

n/a

LEMOYNE, PA

NATHAN EUGENE IMBODEN

Certified Financial Planner

LEMOYNE, PA

ANDREW MCMICHAEL OTTO

Certified Financial Planner

LEMOYNE, PA

TRESSIA MAE MARINO

n/a

LEMOYNE, PA

Noah Lehman

n/a

LEMOYNE, PA

ALISON BACH CANTLEY

Certified Financial Planner

LEMOYNE, PA

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

IMBODEN, NATHAN, EUGENE

CHIEF EXECUTIVE OFFICER

yes

07/2023

Aug 7, 2026

OTTO, ANDREW, MCMICHAEL

DIRECTOR OF TRUST SERVICES

yes

01/2025

Aug 7, 2026

Goforth, Sonia, Ann

CHIEF COMPLIANCE OFFICER

03/2026

Aug 7, 2026

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Apr 27, 2026

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$582M

n/a

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

KESTRA ADVISORY SERVICES, LLC

Apr 28, 2026

CAMP HILL, PA

Team lift out

Ibd to new firm

0.1%

KESTRA ADVISORY SERVICES, LLC

Apr 28, 2026

Apr 27, 2026

AUSTIN, TX

Team lift out

Ibd to new firm

0.3%