# Boldin Advisors

> Boldin Advisors is an SEC-registered investment advisory firm in Mill Valley, CA, registered since 2025, with no regulatory assets under management reported in its Form ADV filing dated August 13, 2026.

- CRD: 294881
- Filed as: BOLDIN ADVISORS
- Legal name: Newretirement Advisors, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Mill Valley, CA
- Filing period: October 2026
- Form ADV filing dated: August 13, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/294881
- AdvisorCensus page: https://advisorcensus.com/firm/boldin-advisors-mill-valley-ca-294881

## Quick answers

**How is Boldin Advisors compensated?**
On its Form ADV (Item 5.E, October 2026), Boldin Advisors reports these compensation arrangements: hourly charges; fixed fees (other than subscription fees).

**Where is Boldin Advisors located?**
Boldin Advisors' principal office is in Mill Valley, CA, according to its Form ADV.

**Is Boldin Advisors registered with the SEC or a state?**
Boldin Advisors is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 294881.

**How have Boldin Advisors' assets and staff changed since 2025?**
In the Form ADV data for Boldin Advisors: Total employees: 9 in October 2025 and 15 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Boldin Advisors serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (516); individuals (other than high net worth individuals) (305).

**Does Boldin Advisors report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/294881

**Does Boldin Advisors state an account minimum?**
Its Form ADV Part 2A brochure dated March 16, 2026 says: "Boldin Advisors generally does not impose a minimum relationship size."

**What changed in Boldin Advisors' recent Form ADV filings?**
In the September 2026 filing data: Registered or notice-filed in AK.

## From the Form ADV filing

### Compensation (Item 5.E)
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated March 16, 2026)

- Account minimum: None

> Boldin Advisors generally does not impose a minimum relationship size.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 305 | $0 |
| High net worth individuals | 516 | $0 |
| Banking or thrift institutions | Not reported | $0 |
| Investment companies | Not reported | $0 |
| Business development companies | Not reported | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | Not reported | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Not reported | $0 |
| Charitable organizations | Not reported | $0 |
| State or municipal government entities (including government pension plans) | Not reported | $0 |
| Other investment advisers | Not reported | $0 |
| Insurance companies | Not reported | $0 |
| Sovereign wealth funds and foreign official institutions | Not reported | $0 |
| Corporations or other businesses not listed above | Not reported | $0 |
| Other | Not reported | $0 |

### Advisory services (Item 5.G)
- Financial planning services

### Firm details
- Registered since: 2025 (1 year)
- Employees: 15 total, 14 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AK, AL, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA, WI, WY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- boldin.com
- boldin.com/retirement/financial-advisor
- newretirementadvisors.com
- Facebook @BoldinMoney
- Instagram @boldin.money
- LinkedIn @boldinmoney
- YouTube @boldinofficial

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2025 | Not reported | 9 | July 17, 2025 |
| October 2026 | Not reported | 15 | August 13, 2026 |

Total employees: 9 in October 2025 and 15 in October 2026.

## Changes in the filing (last 12 months)

### September 2026
- Registered or notice-filed in AK.

### July 2026
- Registered or notice-filed in DC, DE.

### June 2026
- Registered or notice-filed in ID, ME, UT.

### May 2026
- No longer lists an office in Hillsborough, NJ.
- Registered or notice-filed in NM.

### April 2026
- Employees performing advisory functions went from 6 to 14.
- Added an office in Hillsborough, NJ.
- Updated its list of owners and control persons (Schedule A).

### December 2025
- Registered or notice-filed in AL, HI, RI.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Boldin Advisors (CRD 294881): Form ADV filing data as of October 2026.