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NUCLO WEALTH

HOUSTON, TX · CRD 317730 · IAPD ↗ · nuclowealth.com · 281 857-6435

$293.7MRegulatory AUM
7Advisory reps
8Employees
3Clients
0Planning clients
0Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

60
April 2025 — NUCLO WEALTH reported RAUM up 27% ($185.0M -> $235.4M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
68
April 2025 — NUCLO WEALTH grew from 3 to 6 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
95
May 2024 — NUCLO WEALTH (HOUSTON, TX) is newly SEC-registered with $185.0M RAUM and 3 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.