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DOCEO WEALTH, LLC
CRD 310415File 801-119586
APPROVED
Retail clients
Disclosure events
Filing as of Mar 23, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$274.0M
Below cohort median (national)
Discretionary AUM
$240.5M
Non-discretionary $33.5M
Clients
301
301 accounts
Employees
7
Below cohort median in ID
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- SFRO
- Registration date
- Oct 6, 2020
- Principal office
- 1880 S. COBALT POINT WAY, SUITE 350, MERIDIAN, ID, 83642
- Phone
- 208-350-7274
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $274.0M
- Discretionary AUM
- $240.5M
- Non-discretionary AUM
- $33.5M
- Discretionary accounts
- 289
- Non-discretionary accounts
- 12
- Total accounts
- 301
- AUM per client
- $910K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | Fewer than 5 | $27.5M |
| High net worth individuals | 196 | $193.0M |
| Individuals (other than high net worth individuals) | 104 | $53.5M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11- Q11
- Q11D1
- Q11D2
- Q11D3
- Q11D4
- Q11D5
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.