Investment adviser · CRD 310415
DOCEO WEALTH, LLC
Investment adviser filing (IA)
MERIDIAN, ID, United States · Form ADV filed Mar 23, 2026
- Regulatory AUM
- $274M Form ADV · Item 5.F
- Client accounts
- 301 Accounts, not individual clients
- Employees
- 7 Reported in this filing
- Advisory professionals
- 6 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 196 | $193,000,000 | 70.4% |
| Individuals | 104 | $53,500,000 | 19.5% |
| Charities | Fewer than 5 | $27,500,000 | 10.0% |
Filing source
Form ADV 2057585 · Mar 23, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Mar 23, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management · Pension consulting
Compensation
Percentage of assets · Hourly · Fixed
Principal office
1880 S. COBALT POINT WAY, SUITE 350MERIDIAN, ID, 83642, United States
CRD 310415
Filing source
Form ADV 2057585 · Mar 23, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.