DOCEO WEALTH, LLC
SEC Form ADV profile.
Total regulatory AUM
$274,000,000
Discretionary
$240,500,000
Non-discretionary
$33,500,000
Firm details
- CRD number
- 310415
- SEC file number
- 801-119586
- Main office
- MERIDIAN, ID, United States
- Employees
- 7
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of November 2026.