SEC-registered firm
Registration does not mean the SEC approves or recommends the firm, and it does not imply a certain level of skill or training.
Nuclo Wealth
Houston, TX
Nuclo Wealth LLC, CRD 317730
Firm filing updated March 27, 2026 ·
- $293.7MAssets
- 7Advisory staff
- 69Accounts
Fees and minimums
- Hourly feesAsk the firm for the rate
All fee types on the form
- Percentage of assets under managementYes
- Hourly chargesYes
- Fixed feesYes
- Performance-based feesYes
- OtherYes
- Subscription fees (for a newsletter or periodical)No
- CommissionsNo
Who the firm serves
- Individuals55
- Corporations or other businesses8
- High net worth individuals7
See the client table
| Client type | Approximate number of clients | Assets |
|---|---|---|
| Individuals (other than high net worth) | 55 | $58.5 million |
| High net worth individuals | 7 | $35.8 million |
| Corporations or other businesses not listed above | 8 | $198.1 million |
| Other: "TRUSTS" | Fewer than 5 clients | $1.3 million |
What the client labels mean
Here, "individuals" includes trusts, estates, and IRAs of individuals. A "high net worth individual" is a qualified client or qualified purchaser.
Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisors (including private fund managers)
See all 4 services
- Other: "CONSULTING SERVICES"
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisors (including private fund managers)
- Other: "CONSULTING SERVICES"
Assets and accounts
- Regulatory assets$293.7 million
- Accounts69
- Discretionary$97.0 million · 65 accounts
- Non-discretionary$196.8 million · 4 accounts
People
- Employees8
- Advisory staff7
- Broker-dealer reps0
- Licensed insurance agents0
- Planning clients0
Advisors
3 advisors with a profile on Advisable
Listed A to Z by last name. Not a ranking.
Registration details
- Legal name: Nuclo Wealth LLC SEC-registered investment advisor. CRD 317730, SEC file 801-129931.
- Registered with the SEC as an investment advisor (status date on record: April 18, 2024).
Is Nuclo Wealth a fiduciary?
Short answer: Nuclo Wealth is registered with the SEC as an investment advisor.
More detail
The SEC put it this way in 2019: 'Under federal law, an investment adviser is a fiduciary.'
The firm does not report commissions, a broker-dealer role, a related broker-dealer, or staff who are broker-dealer representatives.
The firm's Form CRS explains its services, fees and conflicts in plain language: Form CRS.
About this data
Informational only. Advisable Finance is not an investment advisor, does not give investment advice, and does not endorse any advisor.