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Owner; Managing Member · Doceo Wealth, LLC

David N. Johan

CRD 5881078 · Named on Form ADV at one SEC-registered adviser

At a glance

Doceo Wealth, LLC, an SEC-registered wealth manager based in Meridian, ID with $274 million in regulatory assets, lists David N. Johan on its Form ADV as Owner; Managing Member, a control person.

Firms and roles

  • Doceo Wealth, LLCOwner; Managing MemberWealth manager · Meridian, ID · $274M in regulatory assets

AtlasMembers

David’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
Locked
Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • Reuben S. MasonChief Compliance Officer, Senior Wealth Advisor, Doceo Wealth, LLC

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For David’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.