Doceo Wealth, LLC
● SEC registered since 2020CRD 310415SEC# 801-119586Meridian, ID
Reg. AUM
$274M
Employees
7
Accounts
301
Location
Meridian, ID
Doceo Wealth, LLC assets under management
Doceo Wealth, LLC is a registered investment adviser overseen by the SEC based in Meridian, ID. The firm has been registered since 2020. It reports $274 million in regulatory assets under management and employs 7 people.
Doceo Wealth, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| David Nicolas Johan Control | Owner; Managing Member | Over 75% | 2020 |
| Reuben Scott Mason Control | Chief Compliance Officer, Senior Wealth Advisor | Under 5% | 2026 |
Frequently asked questions
How much does Doceo Wealth, LLC manage?
Doceo Wealth, LLC reports $274 million in regulatory assets under management on its Form ADV.
How many employees does Doceo Wealth, LLC have?
Doceo Wealth, LLC reports 7 employees.
Where is Doceo Wealth, LLC located?
Doceo Wealth, LLC is based in Meridian, ID and has been SEC-registered since 2020.
Does Doceo Wealth, LLC disclose fund performance?
Doceo Wealth, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1880 S. Cobalt Point Way, Suite 350, Meridian, ID 83642 |
| Phone | 208-350-7274 |
| Office hours | By Appointment Only |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | Yes |
Regulatory AUM
$274M▲ 13%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 65%
Larger than 35% of 16,271 advisers
EmployeesTop 51%
More than 49% of 16,825 advisers
Assets under management
$274Mregulatory AUM
Discretionary $240.5MNon-discretionary $33.5M