First And Main Financial
First And Main Financial is an SEC-registered wealth manager with $165.3M assets under management (AUM, regulatory AUM), +16% over one year. See who owns First And Main Financial: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 121359, SEC 801-132059, data through 2026-04-28.
- AUM (assets under management / regulatory AUM)
- $165.3M (2026-04-28)
- Firm type
- Wealth Manager
- Employees
- 4
- Clients
- 122
- CRD
- 121359
- Ownership
- WOLFERS, ERIK, SEAN; WHEELER, ERIC, MICHAEL
How much AUM does First And Main Financial have?
First And Main Financial reported $165.3M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-04-28).
Who owns First And Main Financial?
Disclosed owners and executives of First And Main Financial include WOLFERS, ERIK, SEAN, WHEELER, ERIC, MICHAEL. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.