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Doceo Wealth, LLC

● SEC registered since 2020CRD 310415SEC# 801-119586Meridian, ID
Export (members)
Reg. AUM
$242.8M
Employees
6
Accounts
614
Location
Meridian, ID

Doceo Wealth, LLC assets under management

Doceo Wealth, LLC is a registered investment adviser overseen by the SEC based in Meridian, ID. The firm has been registered since 2020. It reports $242.8 million in regulatory assets under management and employs 6 people.
www.linkedin.com/company/doceowealthView on SEC.gov ↗

Doceo Wealth, LLC owners & executives

1 reported
NameTitleOwnershipSince
David Nicolas Johan ControlOwner; Managing Member, CcoOver 75%2020

Frequently asked questions

How much does Doceo Wealth, LLC manage?

Doceo Wealth, LLC reports $242.8 million in regulatory assets under management on its Form ADV.

How many employees does Doceo Wealth, LLC have?

Doceo Wealth, LLC reports 6 employees.

Where is Doceo Wealth, LLC located?

Doceo Wealth, LLC is based in Meridian, ID and has been SEC-registered since 2020.

Does Doceo Wealth, LLC disclose fund performance?

Doceo Wealth, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address1880 S. Cobalt Point Way, Suite 350, Meridian, ID 83642
Phone208-350-7274
Office hoursBy Appointment Only
SEC regionSan Francisco Regional Office (SFRO)
Discloses disciplinary historyYes

Assets under management

Discretionary$210.3M
Non-discretionary$32.5M
Total (RAUM)$242.8M