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
This firm has regulatory disclosures on file.
View disclosures
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Idaho
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 21, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| JOHAN, DAVID, NICOLAS | I | OWNER; MANAGING MEMBER, CCO | E | Control |
| JOHAN, DAVID, NICOLAS | I | OWNER; CCO | E | Control |
| JOHAN, DAVID, NICOLAS | I | OWNER; MANAGING MEMBER, CCO | E | Control |
| JOHAN, DAVID, NICOLAS | I | OWNER; MANAGING MEMBER, CCO | E | Control |
| JOHAN, DAVID, NICOLAS | I | OWNER; MANAGING MEMBER, CCO | E | Control |
| JOHAN, DAVID, NICOLAS | I | OWNER; MANAGING MEMBER, CCO | E | Control |
| JOHAN, DAVID, NICOLAS | I | OWNER; MANAGING MEMBER, CCO | E | Control |
| JOHAN, DAVID, NICOLAS | I | OWNER; MANAGING MEMBER, CCO | E | Control |
| JOHAN, DAVID, NICOLAS | I | OWNER; MANAGING MEMBER, CCO | E | Control |
| JOHAN, DAVID, NICOLAS | I | OWNER; MANAGING MEMBER, CCO | E | Control |
| JOHAN, DAVID, NICOLAS | I | OWNER; MANAGING MEMBER, CCO | E | Control |
| JOHAN, DAVID, NICOLAS | I | OWNER; MANAGING MEMBER, CCO | E | Control |
| JOHAN, DAVID, NICOLAS | I | OWNER; MANAGING MEMBER, CCO | E | Control |
| JOHAN, DAVID, NICOLAS | I | OWNER; MANAGING MEMBER, CCO | E | Control |
| JOHAN, DAVID, NICOLAS | I | OWNER; MANAGING MEMBER, CCO | E | Control |
| JOHAN, DAVID, NICOLAS | I | OWNER; MANAGING MEMBER, CCO | E | Control |
| JOHAN, DAVID, NICOLAS | I | OWNER; MANAGING MEMBER, CCO | E | Control |
| JOHAN, DAVID, NICOLAS | I | OWNER; MANAGING MEMBER, CCO | E | Control |
| JOHAN, DAVID, NICOLAS | I | OWNER; MANAGING MEMBER, CCO | E | Control |
| JOHAN, DAVID, NICOLAS | I | OWNER; MANAGING MEMBER, CCO | E | Control |
| JOHAN, DAVID, NICOLAS | I | OWNER; MANAGING MEMBER, CCO | E | Control |
| JOHAN, DAVID, NICOLAS | I | OWNER; MANAGING MEMBER, CCO | E | Control |
| JOHAN, DAVID, NICOLAS | I | OWNER; MANAGING MEMBER, CCO | E | Control |
Registrations
Federal
IA
Mar 21, 2025 REGISTERED
Notice Filings (10)
AR AZ CA CO ID KY LA TX UT WA
Address
1880 S. COBALT POINT WAYSUITE 350
MERIDIAN, ID 83642
United States
Phone: 208-350-7274