Ni Acquisitions Company Llc
SEC-registered
Wealth Manager · Small ($100M–$1B)
CRD 340590
· SEC file 801-135817
· Lemoyne, PA
· www.bodenwealth.com
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ADV data as of Aug 07, 2026
- Regulatory AUM
- $582M
- Discretionary
- $582M
- Clients
- 1,212
- Avg AUM / client
- $480K
- Accounts
- 2,200
- Employees
- 17
AUM over time
$0
$582M
Mar 10, 2026
Aug 7, 2026
Reported AUM from Form ADV filings, plotted by filing date · as of Aug 07, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 848 | $116M | 20.0% |
| High net worth individuals | 345 | $458M | 78.7% |
| Charitable organizations | 15 | $4.9M | 0.84% |
| Corporations and other businesses | 4 | $2.5M | 0.42% |
People (6)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Andrew Mcmichael Otto | Registered representative | CFP | Apr 2026 (0y) | |
| Nathan Eugene Imboden | Registered representative | CFP | Apr 2026 (0y) | |
| Noah Lehman | Registered representative | Apr 2026 (0y) | ||
| Robert Linwood Grimm | Registered representative | Apr 2026 (0y) | ||
| Tressia Mae Marino | Registered representative | Apr 2026 (0y) | ||
| Alison Bach Cantley | Registered representative | CFP | Apr 2026 (0y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 05/25/2026 | 857 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Selection of other advisers
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Aug 07, 2026.
View current Form ADV (SEC/IAPD) ↗