Stephen J Wiechert
Investment adviser representative at First Foundation Advisors
12 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$5.1BFirm 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 feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
12 years in the industry.
- First Foundation AdvisorsJun 2014 to now
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2012
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
First Foundation Advisors
$5.1BAssets managed
1,316Clients
29Advisers
36 yearsIn 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
- 6010493
- Firm CRD
- 106075