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NUCLO WEALTH
Legal name: NUCLO WEALTH LLC
CRD 317730File 801-129931
APPROVED
Retail clients
Filing as of Mar 27, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$293.7M
Below cohort median (national)
Discretionary AUM
$97.0M
Non-discretionary $196.8M
Clients
70
69 accounts
Employees
8
Below cohort median in TX
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- FWRO
- Registration date
- Apr 18, 2024
- Principal office
- 401 FRANKLIN STREET, SUITE 2400, HOUSTON, TX, 77002
- Phone
- 281 857-6435
- Website
- HTTP://NUCLOWEALTH.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $293.7M
- Discretionary AUM
- $97.0M
- Non-discretionary AUM
- $196.8M
- Discretionary accounts
- 65
- Non-discretionary accounts
- 4
- Total accounts
- 69
- AUM per client
- $4.2M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 8 | $198.1M |
| High net worth individuals | 7 | $35.8M |
| Individuals (other than high net worth individuals) | 55 | $58.5M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Fixed fees
- Hourly charges
- Other (described) — CONSULTING FEES
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Selection of other advisers
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Aug 17, 2026 | Clients | 72 | 70 | decreased by2 |
| Apr 1, 2026 | Clients | 46 | 72 | increased by26 |
| Apr 1, 2026 | AUM | $235,362,987 | $293,720,804 | increased by$58,357,817 |
| Apr 1, 2026 | Accounts | 41 | 69 | increased by28 |
| May 1, 2025 vs Oct 1, 2022 | Registration | APPROVED-120 | APPROVED | |
| May 1, 2025 vs Oct 1, 2022 | Employees | 5 | 8 | increased by3 |
| May 1, 2025 vs Oct 1, 2022 | Custody | Yes | No | |
| May 1, 2025 vs Oct 1, 2022 | Clients | 7 | 46 | increased by39 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $5,760,559 | $235,362,987 | increased by$229,602,428 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 7 | 41 | increased by34 |
| Aug 1, 2022 | Employees | 3 | 5 | increased by2 |
| Aug 1, 2022 | Clients | 6 | 7 | increased by1 |
| Aug 1, 2022 | AUM | $6,845,559 | $5,760,559 | decreased by$1,085,000 |
| Aug 1, 2022 | Accounts | 6 | 7 | increased by1 |
| Jun 1, 2022 | Employees | 2 | 3 | increased by1 |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “NUCLO WEALTH” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“NUCLO WEALTH” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.