Overview
Assets Under Management: $204 million
Headquarters: MERIDIAN, ID
High-Net-Worth Clients: 173
Average Client Assets: $1 million
Frequently Asked Questions
DOCEO WEALTH, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #310415), DOCEO WEALTH, LLC is subject to fiduciary duty under federal law.
DOCEO WEALTH, LLC is headquartered in MERIDIAN, ID.
DOCEO WEALTH, LLC serves 173 high-net-worth clients according to their SEC filing dated April 09, 2024. View client details ↓
According to their SEC Form ADV, DOCEO WEALTH, LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and pension consulting services. View all service details ↓
DOCEO WEALTH, LLC manages $204 million in client assets according to their SEC filing dated April 09, 2024.
According to their SEC Form ADV, DOCEO WEALTH, LLC serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting
Clients
Number of High-Net-Worth Clients: 173
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 72.61
Average High-Net-Worth Client Assets: $1 million
Total Client Accounts: 591
Discretionary Accounts: 583
Non-Discretionary Accounts: 8
Regulatory Filings
CRD Number: 310415
Last Filing Date: 2024-04-09 00:00:00
Website: https://doceowealth.com