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BODEN WEALTH
Legal name: NI ACQUISITIONS COMPANY LLC
CRD 340590File 801-135817
APPROVED-120
Retail clients
Filing as of Aug 7, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$581.8M
Above cohort median (national)
Discretionary AUM
$581.8M
Clients
1,212
2,200 accounts
Employees
17
Above cohort median in PA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- PLRO
- Registration date
- Apr 9, 2026
- Principal office
- 1027 MUMMA ROAD, LEMOYNE, PA, 17043
- Phone
- 717-657-8878
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $581.8M
- Discretionary AUM
- $581.8M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 2,200
- Non-discretionary accounts
- 0
- Total accounts
- 2,200
- AUM per client
- $480K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 4 | $2.5M |
| Charitable organizations | 15 | $4.9M |
| High net worth individuals | 345 | $458.0M |
| Individuals (other than high net worth individuals) | 848 | $116.5M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED-120 |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.