DOCEO WEALTH, LLC of MERIDIAN, ID is an SEC-registered investment adviser (CRD 310415). Regulatory assets under management: $274.0M. This firm reports disciplinary history on Form ADV.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Pooled vehicles, Pensions.
| 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 | — |
| Initiated | Type | Allegations | Status | Amount |
|---|---|---|---|---|
| — | regulatory | — | — | — |