Adam B. Wilkins

MODERN WEALTH MANAGEMENT

CHESTER SPRINGS, PA 19425

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CRD#: 6651522

Professional summary

Adam B Wilkins, CFP®, who also goes by Adam B Wilkins, Adam Barry Wilkins, is a registered financial advisor currently at MODERN WEALTH MANAGEMENT, LLC located in Chester Springs, Pennsylvania and BOLDIN ADVISORS located in Exton, Pennsylvania.

Adam is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Adam has worked at 5 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Adam B Wilkins | Adam Barry Wilkins

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.

1) Adam Wilkins is registered as an investment advisor representative with Modern Wealth Management, LLC ("Modern Wealth") since 05/2024, and as an investment advisor representative with NewRetirement Advisors LLC dba Boldin Advisors ("Boldin Advisors") since 10/2025. Business is conducted from Exton, PA 19341. Modern Wealth and Boldin Advisors are not affiliated entities. Mr. Wilkins spends approximately 20% of his time as an investment advisor representative with Boldin Advisors, with the balance as an investment advisor representative with Modern Wealth.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Adam B Wilkins's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2021

Experience

Current

May 17, 2024 - Present

MODERN WEALTH MANAGEMENT, LLC

Office #1: 165 Pottstown Pike, Chester Springs, PA 19425

RIA

CRD#: 324624

CHESTER SPRINGS, PA

Current

October 24, 2025 - Present

BOLDIN ADVISORS

Office #1: 505 Bentley Ct, Exton, PA 19341

RIA

CRD#: 294881

EXTON, PA

Past

July 5, 2022 - August 7, 2024

WEALTH MANAGEMENT SOLUTIONS

RIA

CRD#: 264793

Exton, PA

Past

April 5, 2022 - July 5, 2022

WEALTHFD

RIA

CRD#: 299248

KING OF PRUSSIA, PA

Past

August 31, 2018 - January 29, 2020

MARIACA WEALTH MANAGEMENT, LLC

RIA

CRD#: 164001

LAKE WORTH, FL

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

MODERN WEALTH MANAGEMENT, LLC

MODERN WEALTH MANAGEMENT, LLC | PUBLIC SAFETY FINANCIAL | PETSO FINANCIAL, A DIVISION OF MODERN WEALTH MANAGEMENT, LLC

CRD#: 324624 / SEC#: 801-127231

RIA

Registered Investment Advisory firm - (5/2/2023 Approved)

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.

Highlighted states indicate IAR registrations

IAR

Pennsylvania
(5/17/2024)

IAR

Texas
(10/24/2025)

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

State Security Law Exam

IAR

Series 65

Date: 7/27/2018

Uniform Investment Adviser Law Examination

Current Firm

MODERN WEALTH MANAGEMENT, LLC

MODERN WEALTH MANAGEMENT, LLC | PUBLIC SAFETY FINANCIAL | PETSO FINANCIAL, A DIVISION OF MODERN WEALTH MANAGEMENT, LLC

CRD#: 324624 / SEC#: 801-127231

RIA

Registered Investment Advisory firm - (5/2/2023 Approved)

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Contact information

Main Address

13550 W 95th St., Lenexa, KS 66227

Mailing Address

Phone number

(913) 393-1000

Established

Firm type

Fiscal year end

# of Employees

150

SEC notice filing (52 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

MARCH 2025 ADV 2A (3/28/2025)

Regulatory assets under management

Total Number of Accounts	18,823
AUM (Assets Under Management)	$ 6,148,915,787

Red Flags

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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Adam B. Wilkins

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Adam B Wilkins's CRS (Customer Relationship Summary).

Certified licenses

Experience

MODERN WEALTH MANAGEMENT, LLC

BOLDIN ADVISORS

WEALTH MANAGEMENT SOLUTIONS

WEALTHFD

MARIACA WEALTH MANAGEMENT, LLC

Primary Firm SEC Registration

MODERN WEALTH MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 7/27/2018

Current Firm

MODERN WEALTH MANAGEMENT, LLC

Contact information

SEC notice filing (52 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

MODERN WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

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