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David Nicolas Johan

DOCEO WEALTH, LLC·MERIDIAN, Idaho
Series 65Clean record13 years registeredDOCEO WEALTH, LLC
1880 S. COBALT POINT WAY, MERIDIAN, ID 83642CRD# 5881078Firm CRD# 310415

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
David Nicolas Johan · MERIDIAN, ID
Registration
CRD #5881078 · DOCEO WEALTH, LLC · 13 years registered
Brand Profile
Not yet started
01

Career History

DOCEO WEALTH, LLC
Oct 2020 – present
LEGACY WEALTH MANAGEMENT, LLC
Mar 2015 – Oct 2020
Meridian, ID
DESERT ROSE CAPITAL MANAGEMENT INC.
Nov 2012 – Feb 2015
NAMPA, ID
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · November 20, 2012
Years registered · 13
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
DOCEO WEALTH, LLC
CRD 310415 · SEC 801-119586
AUM
$204M
Regulatory assets under management
Employees
6
591 client accounts
Services offered by DOCEO WEALTH, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at DOCEO WEALTH, LLC →
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05

Frequently Asked Questions

What services does David Nicolas Johan offer?
David Nicolas Johan specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in MERIDIAN, Idaho for a consultation.
What are David Nicolas Johan's credentials?
David Nicolas Johan is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is David Nicolas Johan located?
David Nicolas Johan is based in MERIDIAN, Idaho, working with DOCEO WEALTH, LLC. Their office serves clients in the MERIDIAN metropolitan area and surrounding communities.
How does David Nicolas Johan charge for services?
David Nicolas Johan's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is DOCEO WEALTH, LLC?
DOCEO WEALTH, LLC has approximately 6 employees and manages $204M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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