Robert P. Wolfe
Professional summary
Robert Philip Wolfe, CFP®, who also goes by Bob Wolfe, Bobby Wolfe, Robert P Wolfe, Robert Wolfe, is a registered financial advisor currently at HEALTHYFP located in Conshohocken, Pennsylvania and BOLDIN ADVISORS located in Conshohocken, Pennsylvania.
Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Robert has worked at 5 firms .
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Robert Philip Wolfe's CRS (Customer Relationship Summary).
Certified licenses
Experience
June 25, 2025 - Present
HEALTHYFP
September 4, 2025 - Present
BOLDIN ADVISORS
October 28, 2022 - April 4, 2025
WEALTHFD
March 12, 2020 - November 14, 2022
REGENTATLANTIC
October 28, 2019 - February 13, 2020
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(6/25/2025)
(9/4/2025)
(1/28/2026)
Exams
Current Firm
HEALTHYFP
CRD#: 336494 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 20 |
| AUM (Assets Under Management) | $ 68,809 |
Red Flags
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