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| Happy Holidays!! thanks for using AUM13F!! |
| Nuclo Wealth LLC
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| CRD # | 317730 |
| SEC # | 801-129931 |
| CIK # | |
| AUM | $235.4 M (2025-03-17) |
| Employees | 8 (75% Investors, 38% Brokers) |
| Phone | 281-857-6435 |
| Address | 401 Franklin Street Houston, TX 77002 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 31 | 6.1 |
| (b) Individuals (high net worth individuals) | 4 | 21.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 11 | 207.9 |
| (n) Other | 0 | 0.0 |
| Total | 41 | 235.4 |
| By Discretionary | ||
| Discretionary | 39 | 62.8 |
| Non-Discretionary | 2 | 172.6 |
| Total | 41 | 235.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 210.4 | |
| United States Persons | 25.0 | |
| Total | 41 | 235.4 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Invera Wealth Advisors LLC
✚
|
0.2 | |
|
Oxford Wealth Group LLC
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FL | 0.2 |
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Benningfield Financial Advisors LLC
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CA | 0.2 |
|
Hendershott Wealth Management LLC
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IN | 0.2 |
|
Colorado Wealth Group LLC
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CO | 0.2 |
|
Muirfield Wealth Advisors LLC
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|
NC | 0.2 |
|
Foronjy Financial LLC
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|
CA | 0.2 |
|
Alchemi Wealth LLC
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|
CT | 0.2 |
|
Alpha Analytics Investment Group LLC
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|
CA | 0.2 |
|
Alliance Wealth Management Partners LLC
✚
|
TN | 0.2 |