# DOCEO WEALTH, LLC

DOCEO WEALTH, LLC of MERIDIAN, ID is an SEC-registered investment adviser. This firm reports disciplinary history on Form ADV.

## Registration

- CRD: 310415
- Type: SEC-registered investment adviser
- SEC file number: 801-119586
- Location: 1880 S. COBALT POINT WAY, SUITE 350, MERIDIAN, ID, 83642
- Phone: 208-350-7274
- Latest filing: 2026-03-23
- Regulatory AUM: $274.0M
- Discretionary AUM: $240.5M
- Non-discretionary AUM: $33.5M
- Clients: 7
- Accounts: 301

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pooled vehicles, Pensions

## Officers, owners & control persons (3)

| Name | Role | Location |
| --- | --- | --- |
| David Nicolas Johan | OWNER; MANAGING MEMBER; OWNER; MANAGING MEMBER, CCO | — |
| JOHAN DAVID NICOLAS | OWNER; CCO; OWNER; MANAGING MEMBER, CCO | — |
| Reuben Scott Mason | CHIEF COMPLIANCE OFFICER, SENIOR WEALTH ADVISOR | — |


## Disclosures (2)

| Initiated | Type | Allegations | Status | Amount |
| --- | --- | --- | --- | --- |
| — | regulatory | — | — | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/310415/brochure
- Similar advisers: https://search.stillhousedata.com/firm/310415/similar
- Related entities: https://search.stillhousedata.com/firm/310415/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/310415

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.