Allocator Index · CRD 310415

DOCEO WEALTH, LLC

Meridian, ID · 208-350-7274 · linkedin.com/company/doceowealth

SEC IAPD record ↗

Fit score

54

  • aum $250M-$3.0B+22
  • hnw>=75+16
  • hnw_majority+8
  • employees 3-60+8

HNW clients

196

Other individuals

104

HNW assets

$193.0M

Total AUM

$274.0M

Employees

7

Private funds advised

Schedule D 7.B.(1). Real-estate funds first.

None reported.