Doceo Wealth, LLC

**Doceo Wealth, LLC Summary:** Established in 2018, Doceo Wealth, LLC is an Idaho-based investment advisor firm founded by David N. Johan. The firm specializes in providing investment advisory services, including discretionary portfolio management tailored to clients' needs and objectives. Clients grant full discretion to Doceo Wealth to manage their accounts, allowing for functions like security selection and portfolio monitoring. The firm offers services such as investment strategy, asset allocation, and regular portfolio monitoring. Doceo Wealth also provides 1031 Exchange consulting services and investment advisory services for business retirement plans, tailored to the needs of businesses, pension and profit-sharing plans, and trustees. Financial planning services are offered on a non-discretionary basis, focusing on analyzing clients' financial situations and recommending strategies for long-term financial goals. The firm's investment strategies include Model Portfolios with Actively Managed Liquid Securities, Household Endowment Portfolios, and Special Circumstance Illiquid Direct Participation Programs. Clients must have a minimum account balance of $500,000 to open or maintain an account. Fees are charged based on a percentage of assets under management, with additional fees for 1031 Exchange consulting services. Doceo Wealth does not assess performance-based fees, and clients have investment discretion over their accounts. The firm does not vote client securities proxies and maintains client privacy by safeguarding personal information and not selling it to third parties. For more details, clients can contact Doceo Wealth directly at (208) 350-7274 or [email protected]. Additional information is available on the SEC's website. [Disclaimer: The information provided in this summary is based on the content of the brochure dated March 21, 2025, and is subject to change. Clients are advised to refer to the original brochure for the most current information.]