Eric Michael Micheli

Employer firm

First Foundation Advisors CRD 106075

$5.06B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2014 → 07/2018
  Wells Fargo Bank, Na
  Longmont, CO
• 11/2015 → 11/2016
  Wells Fargo Advisors, Llc
  Longmont, CO
• 11/2016 → 07/2018
  Wells Fargo Clearing Services, Llc
  Longmont, CO
• 07/2018 → 06/2024
  First Western Trust
  Denver, CO
• 06/2024 → 07/2026
  Logia Portfolio Management Llc
  Denver, CO
• 07/2026 → Present
  First Foundation Advisors
  Denver, CO
• 07/2018 → 05/2021
  First Western Trust
  Denver , CO

Previous Registrations

• 2024-07-08 → 2026-07-17
  Sunflower Wealth Advisors Llc
  Greenwood Village, CO
• 2017-08-22 → 2018-07-10
  Wells Fargo Clearing Services, Llc
  Longmont, CO
  Denver, CO
  Denver, CO

Exams

• S65 Uniform Investment Adviser Law Examination
  2017-08-22
• S63 Uniform Securities Agent State Law Examination
  2013-03-12

Designations

• Chartered Financial Analyst