{"url":"https://nivawealth.com/firms/doceo-wealth-310415","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/310415","regulatoryAum":274000000,"crd":"310415","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"7304157","suffix":null,"lastName":"Blaser","firstName":"Mark","middleName":null},{"crd":"4011677","suffix":null,"lastName":"CASSATT-OLSEN","firstName":"JULIE","middleName":"JEAN"},{"crd":"6145836","suffix":null,"lastName":"DURHAM","firstName":"RICHARD","middleName":"JEFFREY"},{"crd":"4460566","suffix":null,"lastName":"HIGGINS","firstName":"TRAVIS","middleName":"L"},{"crd":"5881078","suffix":null,"lastName":"JOHAN","firstName":"DAVID","middleName":"NICOLAS"},{"crd":"5387684","suffix":null,"lastName":"MASON","firstName":"REUBEN","middleName":"SCOTT"}],"total":6,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"history":[{"filedOn":"2021-06-29","regulatoryAum":102068983,"clients":177,"employees":5,"offices":1},{"filedOn":"2022-05-04","regulatoryAum":125407070,"clients":196,"employees":5,"offices":1},{"filedOn":"2023-08-07","regulatoryAum":170711691,"clients":221,"employees":5,"offices":1},{"filedOn":"2024-04-09","regulatoryAum":203518502,"clients":238,"employees":6,"offices":1},{"filedOn":"2025-03-21","regulatoryAum":242793200,"clients":251,"employees":6,"offices":1},{"filedOn":"2026-03-23","regulatoryAum":274000000,"clients":301,"employees":7,"offices":1}],"secFileNumber":"801-119586","legalName":"Doceo Wealth, LLC","displayName":"Doceo Wealth","slug":"doceo-wealth-310415","website":"https://doceowealth.com/","logo":{"src":"https://rmkhnxnbeclogprvkfyl.supabase.co/storage/v1/object/public/firm-logos/310415/6af9801074f5d753-r1.webp","tone":"light","width":190,"height":200,"sourceUrl":"https://www.doceowealth.com/","sourceLabel":"Doceo Wealth, LLC, website"},"classification":{"segment":"individuals","segmentLabel":"Wealth management","type":"independent_wealth_manager","typeLabel":"RIA","feeDisclosure":"full"},"linkedinUrl":"https://www.linkedin.com/company/doceowealth","founded":"2018","organization":"Idaho limited liability company","fiscalYearEnd":"December","headquarters":{"street":"1880 S. 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They include 196 high-net-worth individuals, 104 individual clients and 1 charitable organization.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 23 March 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Doceo Wealth offer?","answer":"Doceo Wealth provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, education planning, estate planning, insurance, and tax planning.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Doceo Wealth charge?","answer":"Doceo Wealth charges 1.00%–1.50% a year for its Investment Advisory Services. The fee is billed in advance, is negotiable and requires an account of at least $500,000.","source":"ADV PART 2A DISCLOSURE, filed 23 March 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Doceo Wealth use?","answer":"Doceo Wealth’s separately managed account assets are held at Charles Schwab & Co., Inc. (El Paso, TX), with $139M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 23 March 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Doceo Wealth have?","answer":"Doceo Wealth has 6 investment adviser representatives registered with state securities authorities, out of 7 employees, and 6 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 6 employees are licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Doceo Wealth invest in?","answer":"At the end of its last fiscal year, Doceo Wealth’s separately managed accounts held 50% pooled vehicles (private funds and similar), 20% U.S. government and agency bonds, 15% exchange-traded equities, 9% cash and equivalents, 3% investment grade corporate bonds, 1% state and local bonds, 1% high-yield corporate bonds and 1% registered funds (mutual funds, ETFs, BDCs).","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Does Doceo Wealth have a minimum investment?","answer":"Yes, Doceo Wealth’s minimum account size for its Investment Advisory Services is $500K.","source":"ADV PART 2A DISCLOSURE, filed 23 March 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Who owns Doceo Wealth?","answer":"Doceo Wealth’s direct owner is David Johan (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 23 March 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Doceo Wealth get paid?","answer":"Doceo Wealth is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.","source":"Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Doceo Wealth?","answer":"Doceo Wealth’s main office is at 1880 S. Cobalt Point Way, Suite 350, Meridian, ID 83642. Its phone number is 208-350-7274. Its website is doceowealth.com.","source":"Form ADV Part 1A, Item 1.F, filed 23 March 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}