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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 Aug 17, 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
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 |
|---|---|---|---|
| Aug 17, 2026 | Clients | 72 | 70 |
| Aug 12, 2026 | Registration | — | APPROVED |
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.