NUCLO WEALTH

RIASEC RegisteredEst. 2024

Total AUM

$294M

Discretionary

$97M

33% of AUM

Avg account

$4.3M

Accounts

Employees

Advisory reps

Firm details

Headquarters: HOUSTON, Texas
CRD number: 317730
Registered since: April 18, 2024
Website: nuclowealth.com
Custodians: J.P. MORGAN SECURITIES INC., MORGAN STANLEY & CO. LLC, ALTERNA SECURITIES, INC., INTERACTIVE BROKERS LLC, MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees, Performance Based Fees, Other
Client types: Corporations / Businesses67.45%
Individuals19.91%
HNWI12.2%
Other0.44%
Services: Portfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Nuclo Wealth is an LLC that acts as a capital allocator to both individual/family and institutional clients. The firm is SEC-registered (2024) and offers portfolio management for individuals, small businesses, and institutional investors, plus selection of third‑party advisers. Its fee mix includes assets‑under‑management fees, fixed and hourly charges, performance fees, and other fee arrangements. The firm does not identify as an active ESG investor. Nuclo Wealth positions itself to combine direct portfolio management with access to outside managers and funds, indicating a hybrid model that blends discretionary portfolio oversight with selection and oversight of external investment managers.