Wealth Manager
    SEC Registered
    Manages Private Funds

    Doceo Wealth, LLC

    Registered investment advisor · Meridian, Idaho · CRD #310415

    Assets Under Management
    $274M
    Client Accounts
    301
    Employees
    7
    CRD Number
    310415
    Registration
    SEC Registered
    Custodian
    Charles Schwab & Co., Inc.

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Doceo Wealth, LLC

    Doceo Wealth, LLC is a SEC-registered investment advisory firm headquartered in Meridian, Idaho, managing approximately $274M in regulatory assets across 301 client accounts. The firm's full regulatory record is filed with the SEC under CRD #310415.

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Not reported
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for Doceo Wealth, LLC

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    Frequently Asked Questions

    What is Doceo Wealth, LLC's AUM?

    Doceo Wealth, LLC reports approximately $274M in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Doceo Wealth, LLC headquartered?

    Doceo Wealth, LLC is headquartered in Meridian, Idaho.

    What is Doceo Wealth, LLC's CRD number?

    Doceo Wealth, LLC's CRD number is 310415. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Doceo Wealth, LLC manage?

    Doceo Wealth, LLC manages approximately 301 client accounts according to its latest SEC filing.

    Is Doceo Wealth, LLC SEC registered?

    Yes, Doceo Wealth, LLC is registered with the SEC as an investment adviser with an approved registration status.

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