Doceo Wealth, LLC

Business Contact

Contact Information

Doceo Wealth, LLC
1880 S Cobalt Point Way STE 350, Meridian, ID 83642
Get Directions
Hours: Show
Yelp Page: Visit
Google Maps: Visit
LinkedIn Profile: Visit
Bing Maps: Visit
CallEmail
Write Review
Add Photos

Business Description

Doceo Wealth, LLC, founded by Travis Higgins, draws on his upbringing on the Spokane Indian Reservation and the value of seeking and sharing knowledge. The company's name, "unex," meaning "it is the truth" in Salish languages, reflects the truth and wisdom they aim to share with clients. Based in Meridian, Idaho, Doceo Wealth provides independent and objective advice in areas such as portfolio design, retirement planning, and business planning, serving a nationwide client base. They prioritize proven strategies and forge relationships with elite partners to support their clients' needs.
Show More
Revenue: USD 500,000
Founded: 2010
Industry
Financial Services
Engaged in:
Financial Planner
ISIC Codes
6619

Questions & Answers

Q1

How long has Doceo Wealth, LLC been in business?

Doceo Wealth, LLC has been in business for around 16 years.
Q2

What is the phone number for Doceo Wealth, LLC?

The phone number for Doceo Wealth, LLC is (208) 350-7274.
Q3

Where is Doceo Wealth, LLC located?

Doceo Wealth, LLC is located at 1880 S Cobalt Point Way STE 350, Meridian, ID 83642.
Q4

What days are Doceo Wealth, LLC open?

Doceo Wealth, LLC is open Mon–Fri 8:30 AM–4:30 PM; closed Sat–Sun.
Q5

Is there a primary contact for Doceo Wealth, LLC?

Travis Higgins (Principal) at Doceo Wealth, LLC. You can contact Travis Higgins at email address travis@legacywealthmg.com.
Q6

Are there other contacts associated with Doceo Wealth, LLC?

We have 5 additional contact(s) for Doceo Wealth, LLC. They include: Jeffrey Durham, Julie Olsen, Nikki Sheridan, Sterling Sessions & Kaitlyn Lunde.
Q7

What is the web address (URL) for Doceo Wealth, LLC?

The website for Doceo Wealth, LLC is www.doceowealth.com.
Q8

What are the annual sales for Doceo Wealth, LLC?

Doceo Wealth, LLC has annual sales of approximately USD 500,000.
+

Historical Information

Old business websites and emails that no longer exist, informational purposes only.
julie@uciwealthadvisors.comnikki@uciwealthadvisors.comkaitlyn@uciwealthadvisors.com
+

Similar Companies Nearby

+

Additional Businesses at this Address

1880 S Cobalt Point Way STE 350, Meridian, ID 83642
+

Businesses in Zip Code 83642

Businesses in 83642: 4,771
Population: 43,733
83642 Business Density Heatmap

Categories

Medical:  19%
Shopping:  14%
Professional Services:  11%
Home Services:  11%
Other:  45%

Price

Moderate:  52%
Inexpensive:  38%
Expensive:  8%
Very Expensive:  2%
Other:  0%

Area Codes

208:  99%
Other:  1%

Neighborhoods

Meridian:  5%
Northeast Meridian:  28%
Northwest Meridian:  14%
Old Town Meridian:  6%
Southeast Meridian:  32%
Southwest Meridian:  10%
Other:  5%
+

Stats and Demographics for Zip Code 83642

Race

White:  93%
Hispanic or Latino:  3%
Asian:  1%
American Indian Or Alaskan Native:  1%
Black Or African American:  0%
Native Hawaiian & Other Pacific Islander:  0%
Other:  1%

Gender

Female:  51%
Male:  49%
Other:  0%
+

Write a Review