Eric Wheeler has been CCO/Portfolio Manager of Wolfers Asset Management since September 2024, is not listed as a control person, but directly owns under 5% of the firm.
Wolfers Asset Management LLC is a firm with $165M under management, 122 clients and 3 advisers across 3 offices, as of its July 2026 filing.
- First and Main FinancialCurrent– present · 10 yearsPiedmont, CA · Adviser representative · Firm CRD 121359
Investment adviser representative registrations
Eric Wheeler is registered as an investment adviser representative in California, since February 2016.
- CaliforniaSince 19 February 2016
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 7 | General Securities Representative Examination | 6 August 2008 |
- Name
- General Securities Representative Examination
- Full name
- Eric Michael Wheeler
- CRD
- 5570782
- Firm
- Wolfers Asset Management · CRD 121359
- Role
- CCO/Portfolio Manager
- Office
- Piedmont, CA
- Registration
- Investment adviser registration
- In the industry since
- February 2016
- Disciplinary history
- Not yet shown here · SEC record
Where does Eric Wheeler work?
Eric Wheeler has been CCO/Portfolio Manager of Wolfers Asset Management LLC since September 2024.
Is Eric Wheeler a financial advisor?
Yes. Eric Wheeler has a current investment-adviser registration in California, through Wolfers Asset Management since February 2016.
How many years of experience does Eric Wheeler have?
Eric Wheeler has 10 years in the financial industry, since February 2016, across 1 adviser firm.
What exams has Eric Wheeler passed?
Eric Wheeler passed the Series 7 in August 2008.
Where is Eric Wheeler based?
Eric Wheeler’s registered office is in Piedmont, CA.
Is Eric Wheeler registered with FINRA?
No. Eric Wheeler has no current broker registration.
How can I verify Eric Wheeler’s record?
Search CRD 5570782 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Eric Wheeler’s full registration record.