{
  "crd_number": 317730,
  "slug": "nuclo-wealth-houston-tx-317730",
  "primary_business_name": "NUCLO WEALTH",
  "legal_name": "NUCLO WEALTH LLC",
  "dbas": [
    "NUCLO WEALTH MANAGEMENT"
  ],
  "city": "Houston",
  "state": "TX",
  "country": "United States",
  "cbsa_code": "26420",
  "metro": {
    "cbsa_code": "26420",
    "common_name": "Houston",
    "msa_name": "Houston-Pasadena-The Woodlands, TX",
    "path": "/advisors/tx/houston"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2024-04-18",
  "years_registered": 2,
  "period": "2026-10-01",
  "filing_date": "2026-03-27",
  "carried_forward": false,
  "raum_total": 293720804.0,
  "raum_discretionary": 96954652.0,
  "raum_non_discretionary": 196766152.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 8,
  "advisory_employees": 7,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "other": {
      "raum": 1298972.0,
      "count": 2,
      "description": "TRUSTS",
      "fewer_than_5": true
    },
    "individuals": {
      "raum": 58477183.0,
      "count": 55
    },
    "high_net_worth_individuals": {
      "raum": 35820008.0,
      "count": 7
    },
    "corporations_other_businesses": {
      "raum": 198124641.0,
      "count": 8
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "other",
    "percentage_of_aum",
    "performance_based"
  ],
  "advisory_activities": [
    "other",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "TX"
  ],
  "websites": [
    "https://linkedin.com/company/nuclo-wealth-management",
    "https://nuclowealth.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/317730",
  "city_as_filed": "HOUSTON",
  "url": "https://advisorcensus.com/firm/nuclo-wealth-houston-tx-317730",
  "display_name": "Nuclo Wealth",
  "summary": "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.",
  "citation": "AdvisorCensus. Nuclo Wealth (CRD 317730): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)",
    "Performance-based fees",
    "Other"
  ],
  "advisory_activity_labels": [
    "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"
  ],
  "quick_answers": [
    {
      "q": "How is Nuclo Wealth compensated?",
      "a": "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."
    },
    {
      "q": "How much does Nuclo Wealth charge?",
      "a": "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."
    },
    {
      "q": "Where is Nuclo Wealth located?",
      "a": "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)."
    },
    {
      "q": "Is Nuclo Wealth registered with the SEC or a state?",
      "a": "Nuclo Wealth is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 317730."
    },
    {
      "q": "How much does Nuclo Wealth manage?",
      "a": "Nuclo Wealth reports $293,720,804 in regulatory assets under management in its Form ADV filing dated March 27, 2026 (33% discretionary)."
    },
    {
      "q": "How have Nuclo Wealth's assets and staff changed since 2022?",
      "a": "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."
    },
    {
      "q": "What types of clients does Nuclo Wealth serve?",
      "a": "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)."
    },
    {
      "q": "Which custodians does Nuclo Wealth use?",
      "a": "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."
    },
    {
      "q": "Does Nuclo Wealth report any disciplinary disclosures?",
      "a": "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"
    },
    {
      "q": "Does Nuclo Wealth state an account minimum?",
      "a": "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.\""
    },
    {
      "q": "What changed in Nuclo Wealth's recent Form ADV filings?",
      "a": "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%)."
    }
  ],
  "filing_history": [
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 5760559.0,
      "total_employees": 5,
      "filing_date": "2022-08-19"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 185000000.0,
      "total_employees": 8,
      "filing_date": "2024-07-18"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 235362987.0,
      "total_employees": 8,
      "filing_date": "2025-03-17"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 293720804.0,
      "total_employees": 8,
      "filing_date": "2026-03-27"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Employees performing advisory functions went from 6 to 7.",
        "Regulatory assets under management went from $235,362,987 to $293,720,804 (+25%)."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 27, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": "0.4% to 1.4% a year",
    "stated_maximum": null,
    "account_minimum": "$500,000",
    "account_minimum_may_be_waived": true,
    "minimum_annual_fee": null,
    "planning_fees": [],
    "figures": [
      {
        "label": "Asset-based fee",
        "statements": [
          "Asset-based fee: 0.4% to 1.4% a year (a range, as the brochure states it)"
        ],
        "quotes": [
          "The fee schedule ranges from 0.40% to 1.40% of assets under management."
        ]
      },
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: $500,000 (the brochure says it may be waived or negotiated)"
        ],
        "quotes": [
          "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."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": [
        0.4,
        1.4
      ],
      "max_pct": null,
      "account_minimum": 500000.0,
      "minimum_annual_fee": null,
      "planning": []
    },
    "quotes": [
      "The fee schedule ranges from 0.40% to 1.40% of assets under management.",
      "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."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Alterna Securities, Inc.",
      "name_as_filed": "ALTERNA SECURITIES, INC.",
      "affiliated": false
    },
    {
      "name": "Interactive Brokers LLC",
      "name_as_filed": "INTERACTIVE BROKERS LLC",
      "affiliated": false
    },
    {
      "name": "Invex Banco",
      "name_as_filed": "INVEX BANCO",
      "affiliated": false
    },
    {
      "name": "J.P. Morgan Securities LLC",
      "name_as_filed": "J.P. MORGAN SECURITIES LLC",
      "affiliated": false
    },
    {
      "name": "Merrill Lynch, Pierce, Fenner & Smith Incorporated",
      "name_as_filed": "MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED",
      "affiliated": false
    },
    {
      "name": "Morgan Stanley & Co. LLC",
      "name_as_filed": "MORGAN STANLEY & CO. LLC",
      "affiliated": false
    },
    {
      "name": "Santander Swiss",
      "name_as_filed": "SANTANDER SWISS",
      "affiliated": false
    },
    {
      "name": "UBS",
      "name_as_filed": "UBS",
      "affiliated": false
    }
  ],
  "custodians_note": "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.",
  "markdown_url": "https://advisorcensus.com/firm/nuclo-wealth-houston-tx-317730.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 55,
      "fewer_than_5": false,
      "raum": 58477183.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 7,
      "fewer_than_5": false,
      "raum": 35820008.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 8,
      "fewer_than_5": false,
      "raum": 198124641.0
    },
    {
      "type": "other",
      "label": "Other",
      "count": 2,
      "fewer_than_5": true,
      "raum": 1298972.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/317730",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}