|
⚲
|
| Keyboard |
| Doceo Wealth LLC
✚
|
|
|---|---|
| CRD # | 310415 |
| SEC # | 801-119586 |
| CIK # | |
| AUM | 274.0 M (2026-03-23) |
| Employees | 7 (86% 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) | 104 | 53.5 |
| (b) Individuals (high net worth individuals) | 196 | 193.0 |
| (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 | 27.5 |
| (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 | 301 | 274.0 |
| By Discretionary | ||
| Discretionary | 289 | 240.5 |
| Non-Discretionary | 12 | 33.5 |
| Total | 301 | 274.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 274.0 | |
| Total | 301 | 274.0 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Berry Wealth Group LP
✚
|
TX | 274.5 M |
|
Sutterfield Financial Group Inc
✚
|
OK | 274.4 M |
|
Elite Financial Inc
✚
|
ID | 274.2 M |
|
Capasso Planning Partners LLC
✚
|
SC | 274.2 M |
|
Mission Hills Financial Advisory LLC
✚
|
CA | 274.1 M |
|
Chronos Wealth Management LLC
✚
|
FL | 274.0 M |
|
Signature Financial Services Ltd
✚
|
IL | 274.0 M |
|
Lonestar Registered Investment Advisors PLLC
✚
|
TX | 274.0 M |
|
JP Wealth Management Inc
✚
|
SC | 274.0 M |
|
Birmingham Capital Management Co Inc
✚
|
AL | 273.6 M |