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| Happy Holidays!! thanks for using AUM13F!! |
| Doceo Wealth LLC
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|---|---|
| CRD # | 310415 |
| SEC # | 801-119586 |
| CIK # | |
| AUM | $242.8 M (2025-03-21) |
| Employees | 6 (83% Investors, 0% Brokers) |
| Phone | 208-350-7274 |
| Address | 1880 S Cobalt Point Way Meridian, ID 83642 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 77 | 44.0 |
| (b) Individuals (high net worth individuals) | 173 | 176.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 1 | 22.5 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 614 | 242.8 |
| By Discretionary | ||
| Discretionary | 602 | 210.3 |
| Non-Discretionary | 12 | 32.5 |
| Total | 614 | 242.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 242.8 | |
| Total | 614 | 242.8 |
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TX | 0.2 |
|
Decisionmap Wealth Management LLC
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VA | 0.2 |
|
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|
Palisades Investment Partners LLC
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