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Noah Lehman

BODEN WEALTH
LEMOYNE, PA
·CRD# 8036023·1 year experience

Professional Summary

Noah Lehman is a registered financial advisor currently at BODEN WEALTH located in Lemoyne, Pennsylvania. Noah is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Noah has worked at 2 firms and has passed the Series 65 exam.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

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Videos & Posts

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.

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Years of Experience

1 years in the financial services industry

Current & Past Employments

BODEN WEALTH·CRD# 340590
RIA
1027 Mumma Road, Lemoyne, PA 17043
April 27, 2026 - Present
KESTRA ADVISORY SERVICES, LLC·CRD# 283330
RIA
Lemoyne, PA
June 25, 2025 - April 28, 2026

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Current Firm

BW
BODEN WEALTH

BODEN WEALTH | NI ACQUISITIONS COMPANY LLC

CRD#: 340590 / SEC#: 801-135817
RIA
Registered Investment Advisory firm - SEC (4/9/2026 120-Day Approval)

Contact Information

Main Address

1027 Mumma Road, Lemoyne, PA 17043

Phone Number

(717) 657-8878

# of Employees

17

SEC notice filing (8 States and Territories)

Registered to provide investment advisory services in 8 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

BODEN WEALTH ADV PART 2A 3-10-2026 (3/10/2026)

Regulatory Assets Under Management

Total Number of Accounts

2,200

AUM (Assets Under Management)

$581,810,839

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Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

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State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.
IAR
Pennsylvania
(4/27/2026)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 65 — Uniform Investment Adviser Law Examination

Passed Jun 2025About the Series 65 exam

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CRS (Client Relationship Summary) - RIA

Click below to view Noah Lehman's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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