Nuclo Wealth is an SEC registered investment adviser organized as a limited liability company with a primary office location in Houston, TX. Its latest Form ADV filing, dated March 27, 2026, reports $294M in regulatory assets under management, 8 employees, 1 office, and 69 accounts.
Assets Under Management
$294M
Employees
8
Offices
1 office
Total Clients
72
Primary office
HOUSTON, TX
401 FRANKLIN STREET, SUITE 2400, HOUSTON, TX, United States
Portfolio management for individuals and small businesses
Fee models offered
5 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 76.4% of total clients.
Top client categories% of clientsClients
1
Individuals
76.4%
55
2
Corporations
11.1%
8
3
HNWI
9.7%
7
4
Irrevocable Trusts/Estates
2.8%
2
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$294Mas of March 27, 2026
Discretionary33.0%
$97M
33% of total RAUM33.0%
Non-discretionary67.0%
$197M
67% of total RAUM67.0%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$294M
Total Accounts69
10Y AUM Change+$294M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees8
Clients per Employee9:1
10Y Employee Change+6 (+300.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.