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DOCEO WEALTH, LLC
CRD 310415File 801-119586
APPROVED
Retail clients
Disclosure events
Filing as of Mar 23, 2026
Feed vintage Oct 1, 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
- Website
- http://www.doceowealth.com
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 | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 6 | 7 | increased by1 |
| Apr 1, 2026 | Clients | 251 | 301 | increased by50 |
| Apr 1, 2026 | AUM | $242,793,200 | $274,000,000 | increased by$31,206,800 |
| Apr 1, 2026 | Accounts | 614 | 301 | decreased by313 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 5 | 6 | increased by1 |
| May 1, 2025 vs Oct 1, 2022 | Custody | Yes | No | |
| May 1, 2025 vs Oct 1, 2022 | Clients | 196 | 251 | increased by55 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $125,407,070 | $242,793,200 | increased by$117,386,130 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 442 | 614 | increased by172 |
| Sep 1, 2022 | Disclosures | No | Yes | |
| Jun 1, 2022 | Registration | APPROVED-120 | APPROVED | |
| Apr 1, 2022 | Clients | 177 | 196 | increased by19 |
| Apr 1, 2022 | AUM | $102,068,983 | $125,407,070 | increased by$23,338,087 |
| Apr 1, 2022 | Accounts | 381 | 442 | increased by61 |
| Apr 1, 2021 | Registration | — | APPROVED-120 |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “DOCEO WEALTH” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“DOCEO WEALTH” may also match similarly-named firms). Confirm identity against each filing.
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.