Doceo Wealth, LLC
Doceo Wealth, LLC (CRD# 310415) is a financial advisory firm headquartered in Meridian, ID. They manage $203,518,502 in 591 accounts and serve the financial needs of clients across 9 states (or territories).
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Total Assets Under Management204MILLION
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Total Number of Accounts591ACCOUNTS
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Average Account Value$344,363
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
AR, AZ, CA, CO, ID, KY, TX, UT, WA
Julie Cassatt-Olsen (CRD# 4011677) is an Investment Advisor Representative working at Doceo Wealth, LLC in Meridian, ID and has over 24 years of experience in the finance industry.
Richard Durham (CRD# 6145836) is an Investment Advisor Representative working at Doceo Wealth, LLC in Meridian, ID and has over 10 years of experience in the finance industry.
Travis Higgins (CRD# 4460566) is an Investment Advisor Representative working at Doceo Wealth, LLC in Meridian, ID and has over 22 years of experience in the finance industry.
David Johan (CRD# 5881078) is an Investment Advisor Representative working at Doceo Wealth, LLC in Meridian, ID and has over 11 years of experience in the finance industry.
Mark Blaser (CRD# 7304157) is an Investment Advisor Representative working at Doceo Wealth, LLC in Meridian, ID and has over 3 years of experience in the finance industry.