← Back to searchVisit website
DOCEO WEALTH, LLC
CRD 310415 · SEC 801-119586
1880 S. COBALT POINT WAY, SUITE 350, MERIDIAN, ID, 83642, United States
Phone
208-350-7274
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$274.0M
Discretionary AUM
$240.5M
Team
7 total employees; 6 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-23
Disciplinary history
Yes
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 104 | $53.5M |
| High net worth individuals | 196 | $193.0M |
| Charitable organizations | 1 | $27.5M |
States served
AZ, AR, CA, CO, ID, KY, UT, VA, WA, TX, FL
All web addresses on file
- https://www.linkedin.com/company/doceowealth
- https://www.linkedin.com/in/travis-l-higgins-774b466/
- https://www.linkedin.com/in/jeffrey-durham-89177a58/
- http://www.doceowealth.com
- https://www.linkedin.com/in/david-j-66b51126/
- https://www.linkedin.com/in/mark-blaser/
- http://www.linkedin.com/in/julie-olsen-78889150
- https://www.linkedin.com/in/rscottmason/
Official SEC filing: View on IAPD