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Valeri Jan Bishop

Chief Compliance OfficerWellspring Wealth Management LLCCRD 2408291

About Valeri Jan Bishop

Valeri Jan Bishop is listed as Chief Compliance Officer at Wellspring Wealth Management LLC in Alpharetta, GA. Form ADV reports a beneficial ownership band of Under 5%.

Reported ownership

Owns Under 5% of Wellspring Wealth Management LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Valeri Jan Bishop work?

Valeri Jan Bishop is listed as Chief Compliance Officer at Wellspring Wealth Management LLC on SEC Form ADV.

How much of Wellspring Wealth Management LLC does Valeri Jan Bishop own?

Form ADV reports a beneficial ownership band of Under 5%.

Wellspring Wealth Management LLC

TitleChief Compliance Officer
OwnershipUnder 5%
Control personYes
Since2021