Adviser Profile
| As of Date | 02/17/2023 |
| Registration status | Registration Changed to NUCLO WEALTH LLC |
| ADV Location | SHENANDOAH, TX, United States |
| Contact Info | 281 xxxxxxx |
| Websites |
| AUM* | 5,760,559 |
| of that, discretionary | 5,760,559 |
| Number of Employees | 5 |
| of those in investment advisory functions | 3 |
| Private Fund GAV* | 0 |
| Avg Account Size | 822,937 |
| % High Net Worth | 50.00% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
- No longer eligible
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
- Corporations or other businesses not listed above
- Other
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- Selection of other advisers
Compensation Arrangments
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Reported AUM
6M
5M
4M
3M
2M
2M
823K
2021
2022
Private Funds
No private funds