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DOCEO WEALTH, LLC

MERIDIAN, ID · CRD 310415 · IAPD ↗ · 208-350-7274

$274.0MRegulatory AUM
6Advisory reps
7Employees
0Clients
0Planning clients
0Private funds
11States
5Disclosures
wealthSegment
ApprovedSEC status

Filing changes

47
April 2026 — DOCEO WEALTH, LLC notice-filed in FL, VA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.