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Andrew Scott Doepker

Wellspring Family Office

Cleveland, OH

CRD 7424316

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Employer firm

Wellspring Family Office CRD 143112

$5.06B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers
  • TAX PLANNING AND COMPLIANCE

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

Current Employers
Wellspring Family Office

5900 Landerbrook Drive Suite 100, Cleveland, OH 44125 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2026-07-31
  • OH RA
    APPROVED
    Since 2026-07-31

Branch Locations

5900 Landerbrook Drive Suite 100, Cleveland, OH 44125 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Wellspring Family Office Cleveland OH 07/2026 Present
Summitt Financial Strategies Columbus OH 06/2022 06/2026
Student Columbus OH 01/2016 05/2022
  • 07/2026 → Present
    Wellspring Family Office
    Cleveland, OH
  • 06/2022 → 06/2026
    Summitt Financial Strategies
    Columbus, OH
  • 01/2016 → 05/2022
    Student
    Columbus, OH
Designations
  • Certified Financial Planner
Other Names
  • Drew Doepker
  • Andrew Doepker

View on SEC IAPD

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Nearby Investors

LAURA ANN COLLINS
ANDREW JOSEPH GIVENS
WILLIAM STONE HENRY

Nearby Offices

FIRST FIDUCIARY INVESTMENT COUNSEL INC · CLEVELAND, OH
INDEPENDENCE WEALTH ADVISORS, LLC · INDEPENDENCE, OH
VOYA FINANCIAL ADVISORS, INC. · INDEPENDENCE, OH

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