Nuclo Wealth LLC

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Nuclo Wealth LLC
CRD #317730
SEC #801-129931
CIK #
AUM 293.7 M (2026-03-27)
Employees 8 (88% Investors, 0% Brokers)
Fees
Minimum
Phone281-857-6435
Address401 Franklin Street
Houston, TX 77002
Source [IAPD] [Website] [LinkedIn]
Total AUM ($M)
3002401801206002010201520212027
Fees and Compensation — Form ADV Part 2A (3/27/2026) [Brochure]
Item 5 Fees and Compensation

Fees for Discretionary and Non-Discretionary Portfolio Management Services

Our annual fee for portfolio management services varies depending upon the market value of your assets
under our management and is negotiable based on the type and complexity of the portfolio management
services provided, as well as the level of administration requested either directly or assumed by the client.

We generally require a minimum of $500,000 of assets to open and maintain an advisory account. We may
waive this requirement in our discretion if, for example, you appear to have significant potential for
increasing assets under our management. We will also household client accounts to meet the stated
account minimum.

Fees for Portfolio Management Services
The fee schedule ranges from 0.40% to 1.40% of assets under management. The specific fee applicable
will be reviewed on a case-by-case basis, taking into consideration various factors such as the complexity
and sophistication of the client’s needs, the number of accounts, and other relevant factors. While a
minimum account size of $500,000 is generally required, we may accept accounts below this threshold on
a discretionary, case-by-case basis. We may also agree with you to charge you fixed fees, on a case by
case basis.

Type of Payment: Fees are payable in arrears and are due the first week of the month / quarter or year, as
applicable by the client.

The term of contract can be: Open Ended, One Year, Two Years.

If the portfolio management agreement is executed at any time other than the first day of a calendar month
or quarter, our fees will apply on a pro rata basis, which means that the advisory fee is payable in proportion
to the number of days in the month or quarter for which you are a client. Our advisory fee is negotiable,
depending on individual client circumstances.

At our discretion, we may combine the account values of family members living in the same household to
determine the applicable advisory fee. For example, we may combine account values for you and your minor
children, joint accounts with your spouse, and other types of related accounts.

Our advisory fee will be deducted only when the following requirements are met:
• You provide our firm with written authorization permitting the fees to be paid directly from your account
  held by the qualified custodian.

                                401 N Franklin Street Floor 2, Houston, Texas 77201
                                              info@nuclowealth.com                                           6
                                               Phone (281) 857 6435

                                                                                     FORM ADV PART 2A

• You receive an invoice showing the amount of the fee, the value of the assets on which the fee is based,
  and the specific way the fee was calculated.
• The qualified custodian agrees to send you a statement, at least quarterly, indicating all amounts
  dispersed from your account including the amount of the advisory fee paid directly to our firm.

You may terminate the portfolio management agreement upon 30 days' written notice to our firm. You will
incur a pro rata charge for services rendered prior to the termination of the portfolio management
agreement, which means you will incur advisory fees only in proportion to the number of days in the period
for which you are a client.

Fees for Consulting Services

Our fees for Consulting Services are hourly based: $250 per hour for the Hourly Junior Rate, and $500 per
hour for the Hourly Senior Rate.

We can also have consulting fees fixed depending on the services provided to the client. The fees charged
for such services are determined on a case-by-case basis depending on the scope and complexity of the
services as described in the corresponding agreements.

Type of Payment: Fees are payable in arrears and are due the first week of the month / quarter or year, as
applicable by the client.

The term of contract can be: Open Ended, One Year, Two Years.

Additional Fees and Expenses

As part of our investment advisory services to you, we may invest, or recommend that you invest, in mutual
funds and exchange-traded funds. We will invest your account, when suitable, in no load mutual funds. The
fees that you pay to our firm for investment advisory services are separate and distinct from the fees and
expenses charged by mutual funds or exchange traded funds, which fees would be described in each fund's
prospectus, to their investors. These fees will generally include a management fee and other fund expenses.
You will also incur transaction charges and/or brokerage fees when purchasing or selling securities. These
charges and fees are typically imposed by the broker-dealer or custodian through which your account
transactions are executed. We do not share in any portion of the brokerage fees/transaction charges
imposed by the broker-dealer or custodian. To fully understand the total cost you will incur, you should
review all the fees charged by mutual funds, exchange traded funds, our firm, and others. For information
on our brokerage practices, please refer to the "Brokerage Practices" section of this Brochure.

When we render consulting services to clients who retain us to provide portfolio management services, we
may charge fees for such services, which are negotiable on a case-by-case basis depending on the scope
and complexity of the services as described in the corresponding agreements.

Any material conflicts of interest between you and our firm or our employees are disclosed in this Disclosure
Brochure. If at any time, additional material conflicts of interest develop, we will provide you with written
notification of the material conflicts of interest or an updated Disclosure Brochure.

                               401 N Franklin Street Floor 2, Houston, Texas 77201
...
Account Minimums and Types of Clients — Form ADV Part 2A (3/27/2026) [Brochure]
Item 7 Types of Clients

We offer investment advisory services to individuals, legal persons, high-net-worth individuals, corporations,
charitable organizations, other investment advisers, foreign financial institutions and other business entities
and/or structures designed to carry out said business.

We generally require a minimum of $500,000 to open and maintain an advisory account. We may waive this
requirement in our discretion if, for example, you appear to have significant potential for increasing assets
under our management. We will also household client accounts to meet the stated account minimum.

We may also combine account values for you and your minor children, joint accounts with your spouse, and
other types of related accounts to meet the stated minimum

                               401 N Franklin Street Floor 2, Houston, Texas 77201
                                             info@nuclowealth.com                                            8
                                              Phone (281) 857 6435

                                                                                         FORM ADV PART 2A
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)
Clients3 (85 non-US)
ServesInstitutional, Retail
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