Nuakh Financial

RIAState Registered
Total AUM
—
Avg account
$0
Accounts
0
Employees
1
Advisory reps
1

Firm details

Headquarters
Phoenix, Arizona
CRD number
344050
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Services
Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Nuakh Financial is a limited liability company operated by an individual owner that provides financial planning and discretionary portfolio management targeted at individuals and small businesses. The firm uses a mix of billing approaches — percentage-of-assets, hourly charges, and fixed fees — rather than relying on a single fee model. Nuakh does not self-identify as an active ESG investor, is not structured as a multi-state adviser, and is not listed as a pension consultant or related adviser. The firm is not characterized as a capital allocator.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • Bryan Cast

    Bryan Cast

    Chief Compliance OfficerCRD 6485739

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Phoenix, AZ

Maricopa

Location

Phoenix, AZ

Headquartered in Phoenix, AZ, anchoring the Phoenix-Mesa, AZ metro in the West.

Metro area
Phoenix-Mesa, AZ
Region
West
County
Maricopa
Address
4539 N 22nd St
Time zone
MT (UTC-7)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth