Adam
Wilkins
Wealth Management Solutions
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About this Advisor
Adam Wilkins is a certified financial planner working out of Exton, Pennsylvania with 1 year of industry experience. Wilkins works at Wealth Management Solutions. During their career, the advisor has held roles at Mariaca Wealth Management, LLC, Helios Industries Inc, Nocon & Associates, Full-Time Student, Wealthfd, LLC, Student, Wealth Management Solutions and Tridentris LLC. Wilkins holds a Series 65 license, certifying them as an investment advisor representative, and is registered to work in Pennsylvania. Wealth Management Solutions is a financial advisory firm operating out of Exton, PA. The company has offices in five locations and a total of six financial advisors. It controls $352 million in total assets across its 1,516 customer accounts, placing it among the larger financial advisory firms in the country by assets under management. Of its 1,516 accounts, 31% are associated with high-net-worth individuals who have greater than $1 million in assets. Wealth Management Solutions offers a number of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Fees charged by financial advisors largely are based on which services are offered. However, fees charged by Wealth Management Solutions most likely include any combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Wealth Management Solutions Brokerage Details
$352,067,761
6
1,516
$232,235
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Adam Wilkins Work History
Adam has been registered as a financial advisor for 1 years.*
Wealth Management Solutions
Tridentris LLC
Wealthfd, LLC
Mariaca Wealth Management, LLC
Helios Industries Inc
Nocon & Associates
Student
Full-Time Student
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Adam Wilkins to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Wealth Management Solutions
Annapolis, MD
Exton, PA
Annapolis, MD
Exton, PA
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
