DOCEO WEALTH, LLC

1880 S. Cobalt Point Way
Suite 350
Meridian, Idaho 83642
Tel: 208-350-7274

About DOCEO WEALTH, LLC

DOCEO WEALTH, LLC, formally registered with the SEC as DOCEO WEALTH, LLC. The firm was established in 10/06/2020. They have over 1 offices throughout the country.

DOCEO WEALTH, LLC is a Meridian, Idaho based Financial Planning firm with nearly $203,518,502 assets under management, offering retirement planning & investment advisory services to 591 clients. The firm is staffed with 6 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	310415
SEC#	801-119586
Assets Managed by Firm	$203,518,502
No. of Clients	591
No. of Advisors	6

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services

Firm Client Information

	No. of Clients	AUM
Firm Total	591	$203,518,502
Individuals (other than high net worth individuals)	72	$32,800,000
High net worth individuals	165	$153,055,502
Charitable organizations	1	$17,663,000

More Retirement Planning firms in Meridian, Idaho:

Firm Name	Assets Under Management	Total Clients	Total Advisors
THE CAPROCK GROUP, LLC 800 West Main Street, Suite 1150 Boise, ID, 83702	$9,361,493,116	386	63
CLEARWATER ADVISORS, LLC 101 S. Capitol Blvd, Suite 1201 Boise, ID, 83702	$3,797,719,931	78	10
INSPIRE INVESTING, LLC 3597 E Monarch Sky Ln, Suite 330 Meridian, ID, 83646	$2,856,919,716	463	34
MOUNTAIN PACIFIC INVESTMENT ADVISERS, LLC 877 West Main Street, Suite 704 Boise, ID, 83702	$1,931,996,135	801	6
RW INVESTMENT MANAGEMENT LLC 1028 S. Bridgeway Place, Suite 200 Eagle, ID, 83616	$1,380,795,719	2334	19

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