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| Keyboard |
| Nuclo Wealth LLC
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|---|---|
| CRD # | 317730 |
| SEC # | 801-129931 |
| CIK # | |
| AUM | 293.7 M (2026-03-27) |
| Employees | 8 (88% Investors, 0% Brokers) |
| Phone | 281-857-6435 |
| Address | 401 Franklin Street Houston, TX 77002 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 55 | 58.5 |
| (b) Individuals (high net worth individuals) | 7 | 35.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 8 | 198.1 |
| (n) Other | 2 | 1.3 |
| Total | 69 | 293.7 |
| By Discretionary | ||
| Discretionary | 65 | 97.0 |
| Non-Discretionary | 4 | 196.8 |
| Total | 69 | 293.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 145.3 | |
| United States Persons | 148.4 | |
| Total | 69 | 293.7 |
| Firm Profile (Form ADV) | |
|---|---|
| Clients | 3 (85 non-US) |
| Serves | Institutional, Retail |
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|---|---|---|
|
Estate Management Counselors LLC
✚
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GA | 294.3 M |
|
Eagle Bluffs Wealth Management LLC
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MO | 294.2 M |
|
MC Byrd Wealth Management LLC
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TX | 294.2 M |
|
MDT Financial Advisors LLC
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TX | 294.0 M |
|
Sherwood Financial Partners LLC
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CA | 293.8 M |
|
Resolute Wealth Advisor Inc
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OH | 293.8 M |
|
Trademark Financial Management LLC
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MN | 293.4 M |
|
Tate Wealth Management
✚
|
CA | 293.4 M |
|
Fiduciary Financial Partners LLC
✚
|
IL | 293.3 M |
|
Pelkonen and Associates LLC
✚
|
NY | 293.3 M |