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| Nuclo Wealth LLC
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| |
|---|---|
| CRD # | 317730 |
| SEC # | 801-129931 |
| CIK # | |
| AUM | $185.0 MM (2024-07-18) |
| Employees | 8 (38% Investors, 0% Brokers) |
| Phone | 281-857-6435 |
| Address | 401 Franklin Street Houston, TX 77002 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 20 | 6.6 |
| (b) Individuals (high net worth individuals) | 6 | 20.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 6 | 158.4 |
| (n) Other | 0 | 0.0 |
| Total | 28 | 185.0 |
| By Discretionary | ||
| Discretionary | 27 | 95.0 |
| Non-Discretionary | 1 | 90.0 |
| Total | 28 | 185.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 185.0 | |
| United States Persons | 0.0 | |
| Total | 28 | 185.0 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Peterson Wealth Management LLC
✚
|
NV | 0.2 |
|
WJ Wealth Management LLC
✚
|
AZ | 0.2 |
|
Crown Oak Advisors LLC
✚
|
CA | 0.2 |
|
Higgins & Schmidt Wealth Strategies LLC
✚
|
CO | 0.2 |
|
Garrison Point Advisors LLC
✚
|
CA | 0.2 |
|
Petrovic Financial Solutions LLC
✚
|
KS | 0.2 |
|
Selkirk Wealth Advisors LLC
✚
|
WA | 0.2 |
|
Forest Asset Management LLC
✚
|
IL | 0.2 |
|
Omnistar Financial Group Inc
✚
|
NC | 0.2 |
|
Fingerlakes Wealth Management Inc
✚
|
NY | 0.2 |