Investment adviser representative · Boldin Advisors
Adam Wilkins
CRD 6651522 · Mill Valley, CA
At a glance
Adam Wilkins is an investment adviser representative with Boldin Advisors in Mill Valley, CA, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Adam’s SEC record dates to 2018, about 8 years ago. Designations on file: Certified Financial Planner.
Current advisory firms
- Boldin AdvisorsSince October 2025Mill Valley, CA · $0M in regulatory assets
- Pace WealthSince December 2025Exton, PA · State-registered or not in the SEC’s list
SEC adviser record
- Registered since
- 2018 (8 years)
- Designations
- Certified Financial Planner
- Exams
- Series 65
- Registered in
- 2 states
- Also a broker representative
- No
- Disclosures on record
- Yes, see the SEC record
AtlasMembers
Adam’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 4 firmsLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.
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