DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Registered advisor

Adam Wilkins

Boldin Advisorsno RAUMMill Valley, Ca IA-onlyIAPD 6651522

Certified Financial Planner

Feed of 09/14/2026

Also filed as Adam Barry Wilkins

At current firm

0 y

since Oct 24, 2025

In the industry

12 y

since Aug 1, 2014 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S65

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Pace Wealth state registered current
since Dec 9, 2025 · Exton, Pa
Boldin Advisors no RAUM current
since Oct 24, 2025 · Exton, Pa
Modern Wealth Management, LLC independent RIA
May 17, 2024 to Feb 6, 2026 · Chester Springs, Pa
Wealth Management Solutions former
Jul 5, 2022 to Aug 7, 2024 · Exton, Pa
Wealthfd independent RIA
Apr 5, 2022 to Jul 5, 2022 · Conshohocken, Pa
Mariaca Wealth Management, LLC independent RIA
Aug 31, 2018 to Jan 29, 2020 · Wellington, Fl

Moves

a registration end followed by a registration begin elsewhere

Modern Wealth Management, LLC to Boldin Advisors
left Feb 6, 2026, registered Oct 24, 2025 (-105 days) · RIA to a newly registered adviser
Wealth Management Solutions to Modern Wealth Management, LLC
left Aug 7, 2024, registered May 17, 2024 (-82 days) · RIA to RIA · moved with a team
Wealthfd to Wealth Management Solutions
left Jul 5, 2022, registered Jul 5, 2022 (0 days) · RIA to RIA
Mariaca Wealth Management, LLC to Wealthfd
left Jan 29, 2020, registered Apr 5, 2022 (797 days) · RIA to RIA

Signals

Adam Wilkins left Modern Wealth Management, Llc for Boldin Advisors (registered 2025-10-24)
Feb 6, 2026 · Advisor changed firm · fact
Adam Wilkins left Wealth Management Solutions for Modern Wealth Management, Llc (registered 2024-05-17)
Aug 7, 2024 · Advisor changed firm · fact
Adam Wilkins left Wealthfd for Wealth Management Solutions (registered 2022-07-05)
Jul 5, 2022 · Advisor changed firm · fact

Transition signals

Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.

Provenance

Source: IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class: No RAUM reportedderived
Years in industry: 12derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address