Doceo Wealth, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$246,500,000
Clients
300
Advisors
6
of 7 employees
About
Doceo Wealth provides investment advisory and financial planning services primarily to individuals (including high-net-worth clients), trustees and business retirement plans, and also works with entities on qualified plan investment management. Services include discretionary portfolio management, non-discretionary advice for certain direct participation programs, financial planning, third‑party separately managed account (SMA) selection, and consulting for Special Circumstance investments such as 1031 exchanges.
The firm’s investment approach blends actively managed liquid portfolios, third‑party SMA strategies, and bespoke “Household Endowment” allocations that combine liquid securities with illiquid direct participation programs; Doceo Wealth uses fundamental, technical and cyclical analysis and reviews and rebalances portfolios at least quarterly. Doceo Wealth also identifies and uses illiquid vehicles for tax‑oriented objectives and discloses that it may invest in a broad range of instruments — including options and other derivatives — as part of its strategies.
What is noteworthy for a team‑based adviser of this size is the explicit emphasis on combining illiquid DPPs with liquid management (including a process for fair‑valuing and reconciling sponsor valuations), its role in promoting and advising on third‑party SMA programs, and the firm’s recent documented material changes (updates to assets under management, financial planning fee caps, and compliance personnel) disclosed in its brochure. The firm also operates affiliated entities providing insurance and consulting services, which the brochure describes as sources of client referrals and potential conflicts managed through disclosure.
Client services
Expertise
Occupation focus
Demographic focus
Fee options
Financial planning fees range from $1,500 to $50,000 annually; 1031 Exchange consulting flat fee up to $100,000
Less than $1,000,000.00 - $1,000,000.00: 1.50% $1,000,000.01 - $2,500,000.00: 1.25% $2,500,000.01+: 1.00%
Up to $650.00 per hour
Account minimum: $500,000.00 Minimum fee: One-time $2,500.00 account setup fee
Main office
1880 S. Cobalt Point Way, Suite 350
Meridian ID 83642
Advisors at this office
6
Most active in
Arizona · Arkansas · California · Colorado · Florida · Idaho · Kentucky · Texas · Utah · Virginia · Washington
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Mark B
Series 65
Meridian, ID
Doceo Wealth, LLC
Mark Blaser is a financial advisor at Doceo Wealth, LLC in Meridian, Idaho, with six years of industry experience. He holds a Series 65 designation and has worked at Doceo Wealth since 2020. His prior roles include positions at Altruist Advisors, SeaQuest, and Boise State University. Doceo Wealth provides investment advisory and financial planning services primarily to individuals, trustees, and business retirement plans. The firm combines actively managed liquid portfolios with illiquid direct participation programs and third-party separately managed accounts, employing a mix of fundamental, technical, and cyclical analysis in its investment approach.
Reuben M
CFP®, Series 63, Series 66
Meridian, ID
Doceo Wealth, LLC
Reuben Mason is a CFP® with 18 years of experience in the financial services industry. He is currently with Doceo Wealth, LLC, where he also serves as an insurance broker through Doceo Life, LLC. Prior to joining Doceo Wealth, he held roles at MML Investors Services LLC, MassMutual Life Insurance Company, Desert Rose Capital Management, and Beacon Rock Investment Advisors. Outside of his advisory work, Mason is an author who sells books on Kindle and Amazon. Doceo Wealth provides investment advisory and financial planning services primarily to individuals, trustees, and business retirement plans. The firm’s investment approach blends actively managed liquid portfolios, third-party separately managed account strategies, and customized “Household Endowment” allocations combining liquid securities with illiquid direct participation programs.
Richard D
Series 63, Series 65
Meridian, ID
Doceo Wealth, LLC
Richard Durham is a financial advisor with Doceo Wealth, LLC in Meridian, Idaho, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. He has worked at Doceo Wealth since 2020 and previously held roles at Legacy Wealth Management and Northwestern Mutual. Outside of advisory duties, Durham provides consulting and due diligence services through Doceo Capital, LLC and is an insurance broker and owner of Doceo Life, LLC. Doceo Wealth provides investment advisory and financial planning services primarily to individuals, trustees, and business retirement plans, combining actively managed liquid portfolios with illiquid direct participation programs. The firm employs a multi-strategy approach including fundamental, technical, and cyclical analysis, and manages a range of investment vehicles including third-party separately managed accounts.
Travis H
Series 63, Series 65
Meridian, ID
Doceo Wealth, LLC
Travis Higgins is a financial advisor with Doceo Wealth, LLC in Meridian, ID, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has been with Doceo Wealth since 2020 and is involved in consulting through Doceo Capital, LLC, providing due diligence services to family offices and sponsors. Additionally, he is a licensed insurance agent offering life insurance products. Doceo Wealth serves individuals, high-net-worth clients, trustees, and business retirement plans, specializing in discretionary portfolio management, financial planning, and consulting on qualified plan investments. The firm’s approach integrates actively managed liquid portfolios, third-party separately managed accounts, and illiquid direct participation programs, using fundamental, technical, and cyclical analysis with quarterly portfolio reviews.
David J
Series 65
Meridian, ID
Doceo Wealth, LLC
David Johan is a financial advisor with Doceo Wealth, LLC, holding a Series 65 designation and 13 years of industry experience. He has held roles at several firms including Legacy Wealth Management and Desert Rose Capital Management. Outside of advisory work, he is a managing partner at Doceo Capital, LLC, which provides consulting and due diligence services to family offices and sponsors. Doceo Wealth serves individuals, high-net-worth clients, trustees, and businesses with discretionary portfolio management, financial planning, and retirement-plan advisory services. The firm employs a combination of actively managed model portfolios, quantitative overlays, and fundamental analysis to set tactical asset allocations and also offers specialized services such as 1031 exchange consulting.
Julie C
Series 63, Series 65
Meridian, ID
Doceo Wealth, LLC
Julie Cassatt Olsen is a financial advisor at Doceo Wealth, LLC with 18 years of industry experience. She holds the Series 63 and Series 65 designations and has worked at Doceo Wealth since 2020. Her prior experience includes roles at Altruist Advisors Group and Legacy Wealth Management. Outside of her advisory work, she is a licensed beauty consultant with Mary Kay Cosmetics. Doceo Wealth provides investment advisory and financial planning services to individuals, trustees, and business retirement plans. The firm combines actively managed liquid portfolios with third-party separately managed accounts and illiquid direct participation programs, using fundamental, technical, and cyclical analysis to manage and rebalance client portfolios.
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