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RIA / WealthRegistered adviserno raum reportedSEC registeredRAUM none

BOLDIN ADVISORS

NEWRETIREMENT ADVISORS, LLC, CRD 294881

MILL VALLEY, CA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:853e4d42-ad83-2bcb-eef7-ccf6a4c8f8c1

Data as of Aug 13, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 12:25 AM UTC and rebuilt at most every 15 minutes.

Relationships: 25
Dated events: 5
On other graphs: 0
Observed: Jun 9, 2025 to Aug 13, 2026
9 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: no raum reportedderivedprivate_client_share=0.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $0Item 5.F on the latest filing (2026-08-13); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $0
Private client RAUM: $0derivedItem 5.D individuals plus high net worth individuals
Advisors on IAPD: 18
Employees: 15
Advisory employees: 14
Offices: 13Schedule D 1.F, beyond the principal office
Accounts: 0
Individual clients: 305
High net worth clients: 516
SEC number: 801-132987
CRD: 294881
Filings on the tape: 9
First filed: Jun 9, 2025
Latest filed: Aug 13, 2026
Organised: Limited Liability Company, CA

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
LYNDON BRUCE LORENZ	Certified Financial Planner	MILL VALLEY, CA \| Duluth, MN	4	11	2	no
Ross Edward Dugas	n/a	MILL VALLEY, CA \| PEARLAND, TX	3	16	n/a	no
Raman J Singh	Certified Financial Planner	MILL VALLEY, CA \| Phoenix, AZ \| Peoria , AZ	3	14	6	no
STEPHEN ELIOT CHEN	n/a	MILL VALLEY, CA	2	23	1	no
Matthew Daniel McCoy	Certified Financial Planner	ROCK HILL, SC \| MILL VALLEY, CA \| Rock Hill, SC	1	10	2	no
Brianna Mieko Black	Certified Financial Planner	MILL VALLEY, CA \| SAN ANTONIO, TX	1	13	3	no
Sarah Busch	Certified Financial Planner	COLTON, WA \| MILL VALLEY, CA	1	11	1	no
Robert Philip Wolfe	Certified Financial Planner	MILL VALLEY, CA \| CONSHOHOCKEN, PA	1	11	3	no
DENNIS M BRAWLEY	Certified Financial Planner	MILL VALLEY, CA \| JOHNSTOWN, PA	0	14	1	no
Adam Wilkins	Certified Financial Planner	MILL VALLEY, CA \| EXTON, PA	0	12	4	no
ANDREW HOUSTON BARTON	Certified Financial Planner	Dublin, OH \| MILL VALLEY, CA	0	13	4	no
EDWARD GREGORY WILLIAMS	Certified Financial Planner	MILL VALLEY, CA \| DOWNINGTOWN, PA	0	24	4	no
HEATH EDWARD HAMPTON	Certified Financial Planner	MILL VALLEY, CA \| Kathleen, GA	0	30	9	no
ADRIENNE L STARK	Certified Financial Planner	Philadelphia, PA \| MILL VALLEY, CA	0	22	6	no
Kevin Dunford	Certified Financial Planner	MILL VALLEY, CA \| Snowflake, AZ	0	10	4	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
CHEN, STEPHEN, ELIOT	FOUNDER, CEO AND CHIEF COMPLIANCE OFFICER	Na	yes	11/2023	Aug 13, 2026	Aug 13, 2026
NEWRETIREMENT, INC.	MANAGING MEMBER	E	yes	07/2018	Aug 13, 2026	Aug 13, 2026

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line; showing 1 of 2

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Apr 21, 2026	$0	$0	15	14	15	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
7	1	6	5.6%	4	0	0	12	1

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$0	n/a	n/a	n/a	n/a	15	n/a	13	n/a

Relationships

Registered with (22)

← Raman J SinghAdvisorregistration: current employment
Sep 11, 2026 to presentfactForm ADV
← Kevin DunfordAdvisorregistration: current employment
Sep 11, 2026 to presentfactForm ADV
← ADRIENNE L STARKAdvisorregistration: current employment
Sep 3, 2026 to presentfactForm ADV
← HEATH EDWARD HAMPTONAdvisorregistration: current employment
Jun 26, 2026 to presentfactForm ADV
← EDWARD GREGORY WILLIAMSAdvisorregistration: current employment
Jun 12, 2026 to presentfactForm ADV
← ANDREW HOUSTON BARTONAdvisorregistration: previous registration
Apr 29, 2025 to Oct 23, 2025factForm ADV
← Matthew Daniel McCoyAdvisorregistration: current employment
Nov 10, 2025 to presentfactForm ADV
← DENNIS M BRAWLEYAdvisorregistration: current employment
Oct 24, 2025 to presentfactForm ADV
← Adam WilkinsAdvisorregistration: current employment
Oct 24, 2025 to presentfactForm ADV
← JORDAN ROBERT GILBERTIAdvisorregistration: current employment
Oct 17, 2025 to presentfactForm ADV
← Keenan Dean CaseyAdvisorregistration: current employment
Oct 6, 2025 to presentfactForm ADV
← Robert Philip WolfeAdvisorregistration: current employment
Sep 4, 2025 to presentfactForm ADV
← Sarah BuschAdvisorregistration: current employment
Jun 17, 2025 to presentfactForm ADV
← MADELINE MCIVORAdvisorregistration: current employment
Apr 28, 2025 to presentfactForm ADV
← Ross Edward DugasAdvisorregistration: current employment
Apr 28, 2025 to presentfactForm ADV
← Brianna Mieko BlackAdvisorregistration: current employment
Apr 15, 2025 to presentfactForm ADV
← STEPHEN ELIOT CHENAdvisorregistration: current employment
Aug 31, 2024 to presentfactForm ADV
← LYNDON BRUCE LORENZAdvisorregistration: current employment
Dec 10, 2021 to presentfactForm ADV
← MARIA KATHARINE STALTERAdvisorregistration: previous registration
Mar 6, 2026 to May 18, 2026factForm ADV
← Roger George TranAdvisorregistration: previous registration
Nov 10, 2025 to Apr 1, 2026factForm ADV
← Benjamin John LougheryAdvisorregistration: previous registration
Jan 2, 2026 to Mar 25, 2026factForm ADV
← MICHAEL AARON KAUFFMANAdvisorregistration: previous registration
Sep 9, 2025 to Jan 13, 2026factForm ADV

Controls (2)

← NEWRETIREMENT, INC.OwnerMANAGING MEMBER, ownership code E, domestic entity
Aug 13, 2026 to presentfactForm ADV
← CHEN, STEPHEN, ELIOTOwnerFOUNDER, CEO AND CHIEF COMPLIANCE OFFICER, ownership code NA, individual
Aug 13, 2026 to presentfactForm ADV

Dated events

1 bookkeeping events (roster, classification and holdings changes) folded below

Occurred
May 18, 2026
Advisor departed, no destination yet
Maria Katharine Stalter no longer registered at Boldin Advisors; no later IA registration on IAPD
Form ADVobserved 3 days ago
Occurred
Apr 1, 2026
Advisor departed, no destination yet
Roger George Tran no longer registered at Boldin Advisors; no later IA registration on IAPD
Form ADVobserved 3 days ago
Occurred
Mar 25, 2026
Advisor departed, no destination yet
Benjamin John Loughery no longer registered at Boldin Advisors; no later IA registration on IAPD
Form ADVobserved 3 days ago
Occurred
Jan 13, 2026
Advisor changed firm
Michael Aaron Kauffman left Boldin Advisors for The Wealthcare Clinic (registered 2026-09-11)
Form ADVobserved 3 days ago

Show 1 bookkeeping events

Occurred
Mar 16, 2026
Boldin Advisors reported 16 offices beyond its principal office, up from 6 (2025-12-19 to 2026-03-16)

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:853e4d42-ad83-2bcb-eef7-ccf6a4c8f8c1
First observed: Jun 9, 2025
Last observed: Aug 13, 2026 37 days ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

BOLDIN ADVISORS

NEWRETIREMENT ADVISORS, LLC, CRD 294881

MILL VALLEY, CA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:853e4d42-ad83-2bcb-eef7-ccf6a4c8f8c1

Data as of Aug 13, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 12:25 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

LYNDON BRUCE LORENZ

Certified Financial Planner

MILL VALLEY, CA | Duluth, MN

Ross Edward Dugas

n/a

MILL VALLEY, CA | PEARLAND, TX

n/a

Raman J Singh

Certified Financial Planner

MILL VALLEY, CA | Phoenix, AZ | Peoria , AZ

STEPHEN ELIOT CHEN

n/a

MILL VALLEY, CA

Matthew Daniel McCoy

Certified Financial Planner

ROCK HILL, SC | MILL VALLEY, CA | Rock Hill, SC

Brianna Mieko Black

Certified Financial Planner

MILL VALLEY, CA | SAN ANTONIO, TX

Sarah Busch

Certified Financial Planner

COLTON, WA | MILL VALLEY, CA

Robert Philip Wolfe

Certified Financial Planner

MILL VALLEY, CA | CONSHOHOCKEN, PA

DENNIS M BRAWLEY

Certified Financial Planner

MILL VALLEY, CA | JOHNSTOWN, PA

Adam Wilkins

Certified Financial Planner

MILL VALLEY, CA | EXTON, PA

ANDREW HOUSTON BARTON

Certified Financial Planner

Dublin, OH | MILL VALLEY, CA

EDWARD GREGORY WILLIAMS

Certified Financial Planner

MILL VALLEY, CA | DOWNINGTOWN, PA

HEATH EDWARD HAMPTON

Certified Financial Planner

MILL VALLEY, CA | Kathleen, GA

ADRIENNE L STARK

Certified Financial Planner

Philadelphia, PA | MILL VALLEY, CA

Kevin Dunford

Certified Financial Planner

MILL VALLEY, CA | Snowflake, AZ

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

CHEN, STEPHEN, ELIOT

FOUNDER, CEO AND CHIEF COMPLIANCE OFFICER

yes

11/2023

Aug 13, 2026

NEWRETIREMENT, INC.

MANAGING MEMBER

yes

07/2018

Aug 13, 2026

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Apr 21, 2026

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

5.6%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

n/a