Robert Philip Wolfe

Current Employers

Employment History

• 05/2017 → 10/2019
  Aepg Wealth Strategies
  Warren, NJ
• 04/2015 → 05/2019
  William Paterson University
  Wayne, NJ
• 10/2019 → 02/2020
  Wealth Enhancement Group
  Warren, NJ
• 02/2020 → 10/2022
  Regentatlantic
  Morristown, NJ
• 10/2022 → 04/2025
  Wealthfd
  Conshohocken, PA
• 06/2025 → Present
  Whealthyfp Llc Dba Healthyfp
  Conshohocken, PA
• 09/2025 → Present
  Newretirement Advisors Llc Dba Boldin Advisors
  Conshohocken, PA
• 07/2025 → Present
  Rooker Consulting Services Llc Dba Grad Loan Advice
  Chicago, IL

Previous Registrations

• 2022-10-28 → 2025-04-04
  Wealthfd
  Conshohocken, PA
  Conshohocken, PA
• 2020-03-12 → 2022-11-14
  Regentatlantic
  Morristown, NJ
• 2019-10-28 → 2020-02-13
  Wealth Enhancement Advisory Services, Llc
  Warren, NJ
  Plymouth, MN

Other Businesses

1) Mr. Wolfe is dually registered as an investment advisor representative with both wHealthyFP LLC DBA HealthyFP and NewRetirement Advisors LLC DBA Boldin Advisors. Mr. Wolfe has served as an investment advisor representative of HealthyFP and Boldin Advisors since September 2025. Business is conducted from Conshohocken Pennsylvania, 19428. Approximately 50% of Mr. Wolfe's time is spent servicing clients of HealthyFP and approximately 45% of his time is spent servicing clients of Boldin Advisors. 2) Rooker Consulting Services LLC DBA Grad Loan Advice; Not investment-related:; Illinois IL. 60606; Student loan consulting services; Student Loan Consultant; 7/21/2025; 10 hours per month; 0 during trading hours; Provide ad-hoc student loan consulting services 3)Advisers Give Back, Inc.; Investment Related; Conshohockenm PA; Non-profit organization that provides investment advisory services free of charge; Volunteer; Start Date 09/2025; Approx. 4 hours/month with 0 hours during securities trading hours

Designations

Other Names

• Robert P Wolfe
• Bob Wolfe
• Bobby Wolfe
• Robert Wolfe
• Robert Philip Wolfe