Adam Wilkins
CFP®Professional Summary
Adam Wilkins, CFP®, who also goes by Adam B Wilkins, Adam Barry Wilkins, is a registered financial advisor currently at BOLDIN ADVISORS located in Exton, Pennsylvania and PACE WEALTH 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 6 firms and has passed the Series 65 exam.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Adam B Wilkins, Adam Barry Wilkins
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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.
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Credentials
Years of Experience
8 years in the financial services industry
Current & Past Employments
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Current Firm
BOLDIN ADVISORS | NEWRETIREMENT ADVISORS, LLC | NEWRETIREMENT ADVISORS
Contact Information
Main Address
1 Belvedere Place Suite 200, Mill Valley, CA 94941Phone Number
(415) 462-5665# of Employees
15SEC notice filing (45 States and Territories)
Registered to provide investment advisory services in 45 US states and territories.
Documents
Part 2 Brochures
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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.
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Primary Firm SEC Registration
BOLDIN ADVISORS | NEWRETIREMENT ADVISORS, LLC | NEWRETIREMENT ADVISORS
State Registrations and Notice Filings
(10/24/2025)
(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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary) - RIA
Click below to view Adam Wilkins's CRS (Customer Relationship Summary).
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