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BODEN WEALTH

LEMOYNE, PA · CRD 340590 · IAPD ↗ · bodenwealth.com · 717-657-8878

$581.8MRegulatory AUM
8Advisory reps
17Employees
0Clients
0Planning clients
0Private funds
8States
0Disclosures
wealthSegment
120-Day ApprovalSEC status

Filing changes

53
September 2026 — BODEN WEALTH notice-filed in FL, IN, MD, NJ, SC, VA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
95
May 2026 — BODEN WEALTH (LEMOYNE, PA) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 8 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.