Adam Wilkins

Employer firm

Pace Wealth CRD 338289

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2018 → 01/2020
  Mariaca Wealth Management, Llc
  Wellington, FL
• 01/2020 → 07/2022
  Wealthfd
  King Of Prussia, PA
• 07/2022 → 05/2024
  Wealth Management Solutions
  Exton, PA
• 05/2024 → 02/2026
  Modern Wealth Management, Llc
  Exton, PA
• 10/2025 → Present
  Newretirement Advisors Llc Dba Boldin Advisors
  Exton, PA
• 12/2025 → Present
  Pace Wealth, Llc
  Exton, PA
• 01/2018 → 05/2018
  Nocon & Associates
  Rochester, NY
• 08/2014 → 05/2018
  Student
  Alfred, NY

Previous Registrations

• 2024-05-17 → 2026-02-06
  Modern Wealth Management, Llc
  Chester Springs, PA
  Kansas City, MO
• 2022-07-05 → 2024-08-07
  Wealth Management Solutions
  Exton, PA
• 2022-04-05 → 2022-07-05
  Wealthfd
  Conshohocken, PA
• 2018-08-31 → 2020-01-29
  Mariaca Wealth Management, Llc
  Wellington, FL

Other Businesses

1) Adam Wilkins is registered as an investment advisor representative with NewRetirement Advisors LLC dba Boldin Advisors ("Boldin Advisors") since 10/2025 and as an investment advisor representative with Pace Wealth, LLC ("Pace Wealth") since 12/2025. Business is conducted from Exton, PA 19341. Modern Wealth, Boldin Advisors, and Pace Wealth are not affiliated entities. Mr. Wilkins spends approximately 90% of his time as an investment advisor representative with Boldin Advisors, with the balance as an investment advisor representative with Pace Wealth.

Exams

• S65 Uniform Investment Adviser Law Examination
  2018-07-27

Designations

• Certified Financial Planner

Other Names

• Adam Barry Wilkins
• Adam B Wilkins