Andrew Scott Doepker
Investment adviser representative at Wellspring Family Office
10 yearsExperience
1 stateRegistered 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 assetsFixed or flat fee
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 Family OfficeJul 2026 to now
- Summitt Financial StrategiesJun 2022 to Jun 2026
- StudentJan 2016 to May 2022
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (OH).
Wellspring Family Office
Legal name: Wellspring Financial Advisors, LLC
$5.1BAssets managed
148Clients
9Advisers
19 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
- 7424316
- Firm CRD
- 143112