Doceo Wealth, LLC

Overview

Doceo Wealth, LLC is an SEC registered investment adviser based in Meridian, ID, registered since 2020. It reports $274M in assets under management across 301 accounts, with 7 employees. It has 6 investment adviser representatives.

Reported AUM

$274M

Discretionary

88%

Accounts

301

Average account

$91K

Employees

7

Advisory reps

6

Registered since

2020

Jurisdictions

11

As reported in the firm's March 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business
• Pension Consulting
• Portfolio Management for Businesses or Institutional Clients

Client types

• Charities and Non-Profits
• High Net Worth Individuals
• Individuals

Fee structure

Fixed Fees, Hourly Charges and Percentage of Assets

Executive officers 2 of 2

• David Nicolas Johan Owner; Managing Member CRD 5881078
• Reuben Scott Mason Chief Compliance Officer, Senior Wealth Advisor CRD 5387684

Advisory reps 3 of 6

• Mark Blaser Insurance Agent · Investment Adviser Rep CRD 7304157
• Julie J Cassatt-Olsen Insurance Agent · Investment Adviser Rep CRD 4011677
• Richard Jeffrey Durham Insurance Agent · Investment Adviser Rep CRD 6145836

3 more advisory reps, with emails, phones and branch locations

Location

Headquarters

1880 S Cobalt Point Way Ste 350
Meridian, ID 83642

County

Ada

Metro area

Boise City, ID

Region

West

Registrations

• SEC registered
• Registered in 11 jurisdictions
• Website: doceowealth.com

Every state, with registration dates

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