Doceo Wealth, LLC
Doceo Wealth, LLC is an SEC-registered mass-market adviser in Meridian, ID with $274.0M assets under management (AUM, regulatory AUM), +13% over one year. See who owns Doceo Wealth, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 310415, SEC 801-119586, data through 2026-03-23.
- AUM (assets under management / regulatory AUM)
- $274.0M (2026-03-23)
- Firm type
- Mass-Market Adviser
- Location
- Meridian, ID
- Employees
- 7
- Clients
- 301
- CRD
- 310415
- Ownership
- JOHAN, DAVID, NICOLAS; MASON, REUBEN, SCOTT
How much AUM does Doceo Wealth, LLC have?
Doceo Wealth, LLC reported $274.0M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-23).
Who owns Doceo Wealth, LLC?
Disclosed owners and executives of Doceo Wealth, LLC include JOHAN, DAVID, NICOLAS, MASON, REUBEN, SCOTT. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.