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).

Current Firm Details
1880 S. Cobalt Point Way, Suite 350, Meridian, ID 83642
https://www.linkedin.com/company/doceowealth
By the Numbers
  • Total Assets Under Management
    204
    MILLION
  • Total Number of Accounts
    591
    ACCOUNTS
  • Average Account Value
    $344,363
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AR, AZ, CA, CO, ID, KY, TX, UT, WA

Financial Advisors at Doceo Wealth, LLC
Showing 1 - 5 of 5 top financial advisors.
1
Julie Cassatt-Olsen, financial advisor Meridian ID
Julie J. Cassatt-Olsen
CRD#: 4011677
1880 S. Cobalt Point Way, Suite 350, Meridian, ID 83642

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.

2
Richard Durham, financial advisor Meridian ID
Richard J. Durham
CRD#: 6145836
1880 S. Cobalt Point Way, Suite 350, Meridian, ID 83642

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.

3
Travis Higgins, financial advisor Meridian ID
Travis L. Higgins
CRD#: 4460566
1880 S. Cobalt Point Way, Suite 350, Meridian, ID 83642

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.

4
David Johan, financial advisor Meridian ID
David N. Johan
CRD#: 5881078
1880 S. Cobalt Point Way, Suite 350, Meridian, ID 83642

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.

5
Mark Blaser, financial advisor Meridian ID
Mark Blaser
CRD#: 7304157
1880 S. Cobalt Point Way, Suite 350, Meridian, ID 83642

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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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