Newretirement Advisors, Llc
SEC-registered
Investment Adviser
CRD 294881
· SEC file 801-132987
· Mill Valley, CA
· www.boldin.com
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ADV data as of Jun 15, 2026
- Regulatory AUM
- —
- Discretionary
- —
- Clients
- 821
- Avg AUM / client
- —
- Accounts
- —
- Employees
- 15
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 305 | $0 | — |
| High net worth individuals | 516 | $0 | — |
People (15)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Lyndon Bruce Lorenz | Registered representative | CFP | Dec 2021 (5y) | |
| Stephen Eliot Chen | Registered representative | Aug 2024 (2y) | ||
| Brianna Mieko Black | Registered representative | CFP | Apr 2025 (1y) | |
| Madeline Mcivor | Registered representative | CFP | Apr 2025 (1y) | |
| Ross Edward Dugas | Registered representative | Apr 2025 (1y) | ||
| Sarah Busch | Registered representative | CFP | Jun 2025 (1y) | |
| Robert Philip Wolfe | Registered representative | CFP | Sep 2025 (1y) | |
| Keenan Dean Casey | Registered representative | CFP | Oct 2025 (1y) | |
| Jordan Robert Gilberti | Registered representative | CFP | Oct 2025 (1y) | |
| Adam Wilkins | Registered representative | CFP | Oct 2025 (1y) | |
| Dennis M Brawley | Registered representative | CFP | Oct 2025 (1y) | |
| Matthew Daniel Mc Coy | Registered representative | CFP | Nov 2025 (1y) | |
| Andrew Houston Barton | Registered representative | CFP | Dec 2025 (1y) | |
| Edward Gregory Williams | Registered representative | CFP | Jun 2026 (0y) | |
| Heath Edward Hampton | Registered representative | CFP | Jun 2026 (0y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 06/15/2026 | 925 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jun 15, 2026.
View current Form ADV (SEC/IAPD) ↗