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NUCLO WEALTH
NUCLO WEALTH LLC
CRD 317730 · SEC 801-129931
401 FRANKLIN STREET, SUITE 2400, HOUSTON, TX, 77002, United States
Phone
281 857-6435
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$293.7M
Discretionary AUM
$97.0M
Team
8 total employees; 7 advisory reps; 3 broker-dealer reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees; Performance-based fees; CONSULTING FEES
Org form
Limited Liability Company
Filing date
2026-03-27
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (institutions)Selection of other advisersCONSULTING SERVICES
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 55 | $58.5M |
| High net worth individuals | 7 | $35.8M |
| Corporations/business entities | 8 | $198.1M |
All web addresses on file
Official SEC filing: View on IAPD