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NUCLO WEALTH LLC

dba NUCLO WEALTH · CRD 317730 · Registered Investment Adviser

NUCLO WEALTH LLC is a Registered Investment Adviser headquartered in HOUSTON, TX. The firm reports $293,720,804 in regulatory assets under management across 69 accounts. It reports no Form ADV Item 11 disciplinary disclosures.

Regulatory assets under management

Discretionary$96,954,652
Non-discretionary$196,766,152
Total RAUM$293,720,804
Accounts69

Disciplinary history (Form ADV Item 11)

This adviser reports no Form ADV Item 11 disciplinary events.

About this data

Form ADV is the uniform registration form every investment adviser files with the U.S. Securities and Exchange Commission (and state regulators). Part 1A captures the firm's identity, assets under management, client base, custody arrangements, and disciplinary disclosures. This page mirrors the SEC's monthly firm-roster export with citations to the Investment Adviser Public Disclosure (IAPD) system, where the full brochure (Part 2) and disciplinary detail are available.

References

  1. U.S. Securities and Exchange Commission. Investment Adviser Public Disclosure — CRD 317730. adviserinfo.sec.gov/firm/summary/317730.
  2. SEC Form ADV firm roster (FOIA monthly export). sec.gov Form ADV data.

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