Nuakh Financial
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
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1
Bryan Cast
Chief Compliance OfficerCRD 6485739
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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