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RIA / WealthAdvisorCertified Financial Planner11 years in industry

Robert Philip Wolfe

Advisor at BOLDIN ADVISORS

MILL VALLEY, CA | CONSHOHOCKEN, PA

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Search this name across graphsid dfx:ria:9e8508c9-ad94-d834-2ef0-95cbbeca3096

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 2:18 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 2
On other graphs: 0
Observed: Oct 28, 2019 to Sep 15, 2026

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

Current firm: BOLDIN ADVISORS
Current firm class: no raum reportedderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Apr 1, 2015earliest registration or exam on IAPD
Years in industry: 11derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 2
Registered states: 2
Designations: Certified Financial Planner
First registration: Oct 28, 2019
Dual registered: no
Other names: Robert P Wolfe|Bob Wolfe|Bobby Wolfe|Robert Wolfe|Robert Philip Wolfe
IAPD individual key: 6788314

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
BOLDIN ADVISORS	No RAUM reported	Sep 4, 2025	n/a	yes	CONSHOHOCKEN, PA\|MILL VALLEY, CA	Current employment
Healthyfp	State registered	Jun 25, 2025	n/a	yes	CONSHOHOCKEN, PA	Current employment
Wealthfd	Independent wealth	Oct 28, 2022	Apr 4, 2025	no	CONSHOHOCKEN, PA\|CONSHOHOCKEN, PA	Previous registration
Regentatlantic	Former SEC adviser	Mar 12, 2020	Nov 14, 2022	no	MORRISTOWN, NJ	Previous registration
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Bd affiliated wealth	Oct 28, 2019	Feb 13, 2020	no	Warren, NJ\|PLYMOUTH, MN	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
Wealthfd	Healthyfp	Apr 4, 2025	Jun 25, 2025	82	Firm change	RIA to state RIA
Regentatlantic	Wealthfd	Nov 14, 2022	Oct 28, 2022	-17	Firm change	RIA to RIA
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Regentatlantic	Feb 13, 2020	Mar 12, 2020	28	Firm change	Ibd to RIA

Relationships

Registered with (5)

→ BOLDIN ADVISORSRegistered adviserregistration: current employment
Sep 4, 2025 to presentfactForm ADV
→ HEALTHYFPRegistered adviserregistration: current employment
Jun 25, 2025 to presentfactForm ADV
→ WEALTHFDRegistered adviserregistration: previous registration
Oct 28, 2022 to Apr 4, 2025factForm ADV
→ REGENTATLANTICRegistered adviserregistration: previous registration
Mar 12, 2020 to Nov 14, 2022factForm ADV
→ WEALTH ENHANCEMENT ADVISORY SERVICES, LLCRegistered adviserregistration: previous registration
Oct 28, 2019 to Feb 13, 2020factForm ADV

Dated events

Occurred
Apr 4, 2025
Advisor changed firm
Robert Philip Wolfe left Wealthfd for Healthyfp (registered 2025-06-25)
Form ADVobserved 6 days ago
Occurred
Nov 14, 2022
Advisor changed firm
Robert Philip Wolfe left Regentatlantic for Wealthfd (registered 2022-10-28)
Form ADVobserved 6 days ago