The NUCLO WEALTH is a privately held investment adviser that advises $292.42mn in regulatory assets under management held in 0 SEC fund types across 0 investment strategies. NUCLO WEALTH is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets increased by 8,216.05% over the last 4-years.
The Group has been registered with the SEC for 4.55 years and is comprised of 1 filing and 0 relying advisers. They operate out of 3 office locations with their Headquarters at 401 FRANKLIN STREET SUITE 2400, HOUSTON, TEXAS. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 8 employees comprised of 7 investment and 1 non-investment staff. The total number of Employees increased by 60% over the last 4-years.
Their $292.42mn in assets advised are owned by 0 private funds, 0 public funds and BDCs and 8 other accounts. Assets of Corporations or Other Businesses clients own $198.12mn or 67.75% of Total Assets and Individuals own $58.48mn or 20% of Total Assets.
The Group's top investment strategies include , representing of total assets, respectively.
They advise 3 types of clients, top clients are Corporations or Other Businesses and Individuals.
The Group uses 0 Fund Administrators, 0 Fund Auditors, 0 Prime Brokers, 0 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses advisory fees, fixed fees, management fees and performance-based fees.
NUCLO WEALTH names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.