Doceo Wealth, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Meridian, ID. Its latest Form ADV filing, dated March 23, 2026, reports $274M in regulatory assets under management, 7 employees, and 301 accounts.
Assets Under Management
$274M
Employees
7
Offices
--
Total Clients
301
Primary office
MERIDIAN, ID
1880 S. COBALT POINT WAY, SUITE 350, MERIDIAN, ID, United States
Top client segmentHNWI represent 65.1% of total clients.
Top client categories% of clientsClients
1
HNWI
65.1%
196
2
Individuals
34.6%
104
3
Charitable
0.3%
1
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$274Mas of March 23, 2026
Discretionary87.8%
$241M
88% of total RAUM87.8%
Non-discretionary12.2%
$34M
12% of total RAUM12.2%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$274M
Total Accounts301
10Y AUM Change+$274M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees7
Clients per Employee43:1
10Y Employee Change+2 (+40.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.