DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Registered advisor
William Henry Doepker
Certified Financial Planner
Feed of 09/14/2026
Also filed as William H Doepker
At current firm
16 y
since May 12, 2010
In the industry
33 y
since Apr 6, 1993 (earliest exam, job or registration)
Prior registered firms
1
IAPD previous registrations
State registrations
3
current, as an IAR
Firms today
1
current registrations
Exams
S66, S63
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- Altus Wealth Management, LLC independent RIA currentsince May 12, 2010 · Ft. Mitchell, Ky
- Strategic Advisers LLC national BDJan 19, 1999 to Apr 8, 2010 · Cincinnati, Oh
Moves
a registration end followed by a registration begin elsewhere
- Strategic Advisers LLC to Altus Wealth Management, LLCleft Apr 8, 2010, registered May 12, 2010 (34 days) · Other
Signals
No dated event on this person.
Transition signals
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 33derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address