Eric Michael Wheeler
Investment adviser representative at First and Main Financial
11 yearsExperience
1 stateRegistered in
CFADesignation
$165.3MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- First and Main FinancialFeb 2016 to now
- SelfApr 2015 to now
Designations
- CFA
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (CA).
First and Main Financial
Legal name: Wolfers Asset Management LLC
$165.3MAssets managed
122Clients
3Advisers
1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5570782
- Firm CRD
- 121359