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DOCEO WEALTH, LLC
MERIDIAN, ID
208-350-7274
SEC #801-119586Total AUM
$274M
Employees
7Clients
301Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
1880 S. COBALT POINT WAY
SUITE 350
MERIDIAN
ID 83642
United States
SUITE 350
MERIDIAN
ID 83642
United States
Operating Hours
BY APPOINTMENT ONLY
Monday - Friday
Monday - Friday
Phone
208-350-7274
Financials
Total AUM
$274M
Accounts
301Discretionary
$240.5M
Accounts
289Non-Discretionary
$33.5M
Accounts
12
Clients
Individual Clients
104AUM
$53.5M
HNW Individual Clients
196AUM
$193M
Charitable Organization Clients
1AUM
$27.5M
Services
Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
Other Regulator Cause of Denial/SuspensionOther Regulator Denial/Suspension/RevocationOther Regulator False Statement/DishonestyOther Regulator Order (Past 10 Years)Other Regulator Violation Finding
State Registrations
ARAZCACOFLIDKYTXUTVAWA
Affiliates
Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.