Doceo Wealth, LLC

CRD 310415 · Meridian, ID · $274.0M AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD: 310415
SEC number: 801-119586
Firm type: RIA
Assets under management: $274.0M as of Mar 23, 2026
Website: www.linkedin.com/company/doceowealth ↗
Phone: 208-350-7274
Address: 1880 S. Cobalt Point Way, Meridian, ID, 83642

Advisors at this firm

6 in our index · page 1 of 1

Mark BlaserCRD 7304157 · Meridian, ID

IA Registered
Julie Jean Cassatt-OlsenCRD 4011677 · Meridian, ID

IA Registered
Richard Jeffrey DurhamCRD 6145836 · Meridian, ID

IA RegisteredRegistration inactive
Travis L HigginsCRD 4460566 · Meridian, ID

IA Registered

Disclosure event(s) on record
David Nicolas JohanCRD 5881078 · Meridian, ID

IA Registered
Reuben Scott MasonCRD 5387684 · Meridian, ID

IA RegisteredRegistration inactive

Source & corrections

Where this page comes from

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