DOCEO WEALTH, LLC

RIASEC RegisteredEst. 2020

Total AUM

$274M

Discretionary

$241M

88% of AUM

Avg account

$910K

Accounts

301

Employees

Advisory reps

Firm details

Headquarters: MERIDIAN, Idaho
CRD number: 310415
Registered since: October 6, 2020
Website: www.doceowealth.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI70.44%
Individuals19.53%
Charitable Organizations10.04%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting

Firm profile

FINTRX

Overview

Doceo Wealth, LLC is an independent registered investment adviser organized as a limited liability company and SEC-registered in 2020. The firm serves both individual and family clients as well as institutional clients, offering financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and pension consulting services. Fee arrangements are flexible and include a percentage-of-AUM model plus the ability to charge hourly or fixed fees. Investment activity is weighted toward private funds and alternative exposure rather than a pure long-only public equity approach. Doceo Wealth is not a capital allocator—it relies on external managers for alternative exposure—and it is not positioned as an ESG-focused manager. The firm also has an insurance company affiliation that informs its use of insurance solutions within client portfolios.