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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 |
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