AdvisorCensus / Financial advisors / Texas / Houston / Nuclo Wealth
Nuclo Wealth is an SEC-registered investment advisory firm in Houston, TX, registered since 2024, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 27, 2026.
Quick answers
From the filingHow is Nuclo Wealth compensated?
On its Form ADV (Item 5.E, October 2026), Nuclo Wealth reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees); performance-based fees; other.
What does Nuclo Wealth's brochure say about its fees?
Its Form ADV Part 2A brochure dated March 27, 2026 states: Asset-based fee: 0.4% to 1.4% a year (a range, as the brochure states it). Fees can differ by service and may be negotiable; the brochure is the complete statement.
Where is Nuclo Wealth located?
Nuclo Wealth's principal office is in Houston, TX, according to its Form ADV; the April 2026 filing also lists 1 other office (Schedule D, Section 1.F).
Is Nuclo Wealth registered with the SEC or a state?
Nuclo Wealth is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 317730.
How much does Nuclo Wealth manage?
Nuclo Wealth reports $293,720,804 in regulatory assets under management in its Form ADV filing dated March 27, 2026 (33% discretionary).
How have Nuclo Wealth's assets and staff changed since 2022?
In the Form ADV data for Nuclo Wealth: Regulatory assets under management: $5,760,559 in the October 2022 data and $293,720,804 in the October 2026 data, up 4999%. Total employees: 5 in October 2022 and 8 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Nuclo Wealth serve?
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (55); corporations or other businesses not listed above (8); high net worth individuals (7).
Which custodians does Nuclo Wealth use?
Nuclo Wealth's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Alterna Securities, Inc., Interactive Brokers LLC, Invex Banco, J.P. Morgan Securities LLC, Merrill Lynch, Pierce, Fenner & Smith Incorporated, Morgan Stanley & Co. LLC, Santander Swiss and UBS as custodians holding 10% or more of its separately managed account assets.
Does Nuclo Wealth report any disciplinary disclosures?
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/317730
Does Nuclo Wealth state an account minimum?
Its Form ADV Part 2A brochure dated March 27, 2026 says: "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."
What changed in Nuclo Wealth's recent Form ADV filings?
In the April 2026 filing data: Employees performing advisory functions went from 6 to 7. Regulatory assets under management went from $235,362,987 to $293,720,804 (+25%).
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- Other
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2AAsset-based fee: 0.4% to 1.4% a year (a range, as the brochure states it)
The brochure's wording
The fee schedule ranges from 0.40% to 1.40% of assets under management.
Account minimum: $500,000 (the brochure says it may be waived or negotiated)
The brochure's wording
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.
As stated in the firm's Form ADV Part 2A brochure dated March 27, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$293,720,804 as of October 2026, filing dated March 27, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Other
Registration and firm details
Items 1, 2, 5- Legal name
- Nuclo Wealth LLC
- Also doing business as
- NUCLO WEALTH MANAGEMENT
- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2024 (2 years)
- Employees
- Total: 8. Performing investment advisory functions: 7.
- Wrap fee program participation
- No.
- Custodians (Schedule D, Section 5.K(3))
-
Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.
- Other offices (Schedule D, Section 1.F)
-
1 other office, as of the April 2026 filing
- States registered or notice-filed
-
1 state or jurisdiction
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $293,720,804 | 8 | March 27, 2026 |
| October 2025 | $235,362,987 | 8 | March 17, 2025 |
| October 2024 | $185,000,000 | 8 | July 18, 2024 |
| October 2022 | $5,760,559 | 5 | August 19, 2022 |
Regulatory assets under management: $5,760,559 in the October 2022 data and $293,720,804 in the October 2026 data, up 4999%.
Total employees: 5 in October 2022 and 8 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- April 2026
- Employees performing advisory functions went from 6 to 7.
- Regulatory assets under management went from $235,362,987 to $293,720,804 (+25%).
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Nuclo Wealth (CRD 317730): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/nuclo-wealth-houston-tx-317730