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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Signal harborVertex summit +more
- Established Date
- 10-06-2020
- Office Locations
- 4
Office Locations
About Doceo Wealth, LLC
Doceo Wealth is a fee-based, full-service wealth advisory in the Boise area, providing portfolio design and management alongside retirement, estate and wealth transfer, business, risk, insurance, and legacy planning. The firm works with individuals and families, businesses, and professional athletes, using a relationship-based, customized approach and broad access to investment strategies. Most new clients come via referrals, and the team brings 45+ years of experience.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Geographic Focus
Industry Interests
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
DAVID NICOLAS JOHAN
Chief Compliance Officer, Managing Member, Owner, President
- CRD
- #5881078
- Ownership
- 75% or more
REUBEN SCOTT MASON
Chief Compliance Officer, Senior Wealth Advisor
- CRD
- #5387684
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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Mark Blaser
Financial Analyst
- CRD
- #7304157
JULIE JEAN CASSATT-OLSEN
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- CRD
- #4011677
Harbor focus
Glacier frontier
- CRD
- #25675
Showing 2 of 8 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $240,500,000 | $832,180 |
| Non-Discretionary | $33,500,000 | $2,791,667 |
| Total | $274,000,000 | $910,299 |
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Separately Managed Accounts
Total SMA Asset: $274,000,000
| Asset class | Assets | Assets % |
|---|---|---|
| Private Funds | $469,409,068 | 8.6% |
| U.S. Government/Agency | $1,037,066,545 | 19.0% |
| Equity - Exchange | $676,822,377 | 12.4% |
| Cash | $1,053,441,280 | 19.3% |
| Corporate - Investment Grade | $1,113,481,975 | 20.4% |
| Corporate - Non-Investment Grade | $294,745,229 | 5.4% |
| Municipal Bonds | $414,826,618 | 7.6% |
| Public Funds | $398,451,882 | 7.3% |
| Total | $5,458,244,974 | 100.0% |