DOCEO WEALTH, LLC
CRD #310415 SEC #801-119586 MERIDIAN, ID 208-350-7274
SEC Registered Disclosures
Total AUM
$242.8M
Discretionary
$210.3M
Employees
6
Clients
0
Accounts
614
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $242.8M | $210.3M | $32.5M | 6 | 251 |
| Apr 2024 | $203.5M | $180.7M | $22.8M | 6 | 0 |
| Feb 2024 | $203.5M | $180.7M | $22.8M | 6 | 0 |
| Nov 2023 | $170.7M | $170.7M | $0 | 5 | 0 |
| Aug 2023 | $170.7M | $170.7M | $0 | 5 | 0 |
| Jul 2023 | $170.7M | $170.7M | $0 | 5 | 0 |
| Mar 2023 | $170.7M | $170.7M | $0 | 5 | 0 |
| Dec 2022 | $125.4M | $125.4M | $0 | 5 | 0 |
| Aug 2022 | $125.4M | $125.4M | $0 | 5 | 0 |
| May 2022 | $125.4M | $125.4M | $0 | 5 | 0 |
| Mar 2022 | $125.4M | $125.4M | $0 | 5 | 0 |
| Jun 2021 | $102.1M | $94.1M | $8M | 5 | 0 |
| Mar 2021 | $102.1M | $94.1M | $8M | 5 | 0 |
| Feb 2021 | $102.1M | $94.1M | $8M | 5 | 0 |
| Jan 2021 | $102.1M | $94.1M | $8M | 5 | 0 |
| Dec 2020 | $0 | $0 | $0 | 5 | 0 |
| Oct 2020 | $0 | $0 | $0 | 5 | 0 |
| Sep 2020 | $0 | $0 | $0 | 5 | 0 |
| Sep 2020 | $0 | $0 | $0 | 5 | 0 |
| Sep 2020 | $0 | $0 | $0 | 4 | 0 |
DateMar 2025
Total AUM$242.8M
Discretionary$210.3M
Non-Disc.$32.5M
Employees6
Clients251
DateApr 2024
Total AUM$203.5M
Discretionary$180.7M
Non-Disc.$22.8M
Employees6
Clients0
DateFeb 2024
Total AUM$203.5M
Discretionary$180.7M
Non-Disc.$22.8M
Employees6
Clients0
DateNov 2023
Total AUM$170.7M
Discretionary$170.7M
Non-Disc.$0
Employees5
Clients0
DateAug 2023
Total AUM$170.7M
Discretionary$170.7M
Non-Disc.$0
Employees5
Clients0
DateJul 2023
Total AUM$170.7M
Discretionary$170.7M
Non-Disc.$0
Employees5
Clients0
DateMar 2023
Total AUM$170.7M
Discretionary$170.7M
Non-Disc.$0
Employees5
Clients0
DateDec 2022
Total AUM$125.4M
Discretionary$125.4M
Non-Disc.$0
Employees5
Clients0
DateAug 2022
Total AUM$125.4M
Discretionary$125.4M
Non-Disc.$0
Employees5
Clients0
DateMay 2022
Total AUM$125.4M
Discretionary$125.4M
Non-Disc.$0
Employees5
Clients0
DateMar 2022
Total AUM$125.4M
Discretionary$125.4M
Non-Disc.$0
Employees5
Clients0
DateJun 2021
Total AUM$102.1M
Discretionary$94.1M
Non-Disc.$8M
Employees5
Clients0
DateMar 2021
Total AUM$102.1M
Discretionary$94.1M
Non-Disc.$8M
Employees5
Clients0
DateFeb 2021
Total AUM$102.1M
Discretionary$94.1M
Non-Disc.$8M
Employees5
Clients0
DateJan 2021
Total AUM$102.1M
Discretionary$94.1M
Non-Disc.$8M
Employees5
Clients0
DateDec 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0
DateOct 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0
DateSep 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0
DateSep 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0
DateSep 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0