Valeri Jan Bishop
Investment adviser representative at Wellspring Wealth Management LLC
10 yearsExperience
1 stateRegistered in
$584.8MFirm assets
21 yearsFirm in business
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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 feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Wellspring Wealth Management LLCApr 2018 to now
- LPL Financial LLCApr 2018 to now
- UnemployedSep 2017 to Apr 2018
- E*trade Capital Management LLCMay 2016 to Sep 2017
- E*trade Securities LLCMay 2016 to Sep 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law1993
State registrations
Registered as an investment adviser representative in 1 state (GA).
Wellspring Wealth Management LLC
$584.8MAssets managed
262Clients
5Advisers
21 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
- 2408291
- Firm CRD
- 134834