This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Assetmark ยท SEI
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 03-01-2026
- Office Locations
- 1
Office Locations
About Boden Wealth
Boden Wealth is a Lemoyne-based RIA. The firm has been operating for 0 years. Managing $581.8M in total assets under management, with 8 advisory representatives. They custody assets with Assetmark and SEI.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 8 advisory representatives and 1,212 clients, or 151.5 clients per representative. That equates to $480.0K in reported AUM per client.
The profile lists 1 reported office location. The source data was last updated on August 7, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
Explore the complete firm intelligence record
AdvizorPro subscribers can review Boden Wealth's detailed market signals, platform relationships, investment themes, and prospecting intelligence in one place.
Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
Unlock the underlying categories and values
The full Boden Wealth record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
NATHAN EUGENE IMBODEN
Chief Executive Officer
- CRD
- #5508840
- Ownership
- 75% or more
ANDREW MCMICHAEL OTTO
Director of Trust Services & Personal CFO
- CRD
- #5529204
- Ownership
- 25% but less than 50%
Showing 2 of 3 owners & executives
Unlock allContacts
ALISON BACH CANTLEY
Personal CFO
- CRD
- #6252424
ROBERT LINWOOD GRIMM
Client Advisor
- CRD
- #1423569
Showing 2 of 7 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $581,810,839 | -- |
| Non-Discretionary | $0 | -- |
| Total | $581,810,839 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
SMA allocation detail is available
Boden Wealth has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Boden Wealth's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.