AW
CFP
AW
CFP

Adam Wilkins

5 Years of Experience
Areas of Practice
Retirement PlanningFinancial Planning & CoachingInsurance Planning
Compensation
Fixed/Hourly
Firm Size
10 advisors
Number of Clients
Not specified
Average Client Portfolio
Not specified

Fee Structure

Financial Planning:Investment management only
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Location

300 N. Pottstown Pike, Suite 240, Exton, PA, 19341

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Adam is the owner and sole employee of Tridentris, LLC, which makes and distributes tax software. He spends about 10-20% of his time on this business.

Employment History
Current Registrations
Boldin Advisors
October 2025 - Present · 4 mos
Modern Wealth Management, LLC
May 2024 - Present · 1 yr 9 mos
Previous Registrations
Wealth Management Solutions
July 2022 - August 2024 · 2 yrs 1 mo
Wealthfd
April 2022 - July 2022 · 3 mos
Mariaca Wealth Management, LLC
August 2018 - January 2020 · 1 yr 5 mos
State Registrations2 states
PATX
Advisor
Exams
No exam information available for this advisor.
Adam Wilkins - Financial Advisor | TrueAdvisor