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Exton, PA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2025-12-09 |
Branch Locations
Exton, PA • United States
1 Belvedere Place Suite 200, Mill Valley, CA 94941 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2025-10-24 |
| TX | RA | APPROVED | 2025-10-24 |
Branch Locations
1 Belvedere Place Suite 200, Mill Valley, CA 94941 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mariaca Wealth Management, Llc | Wellington | FL | 08/2018 | 01/2020 |
| Wealthfd | King Of Prussia | PA | 01/2020 | 07/2022 |
| Wealth Management Solutions | Exton | PA | 07/2022 | 05/2024 |
| Modern Wealth Management, Llc | Exton | PA | 05/2024 | 02/2026 |
| Newretirement Advisors Llc Dba Boldin Advisors | Exton | PA | 10/2025 | Present |
| Pace Wealth, Llc | Exton | PA | 12/2025 | Present |
| Nocon & Associates | Rochester | NY | 01/2018 | 05/2018 |
| Student | Alfred | NY | 08/2014 | 05/2018 |
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.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-07-27 |
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