Nuclo Wealth provides portfolio management for individuals and small businesses, portfolio management for institutions, and selecting other managers.
Nuclo Wealth reports 72 clients. They include 55 individual clients, 8 corporations and other businesses, and 7 high-net-worth individuals. Of its assets, 33.0% ($97M across 65 accounts) are managed with discretion; $197M across 4 accounts are not. Of its clients, 85% are outside the U.S. It advised 3 clients without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 76% | 20% |
| High-net-worth individuals | 10% | 12% |
| Corporations and other businesses | 11% | 67% |
| Other | 3% | <1% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 55 | $58.5M | 19.9% | $1.06M |
| High-net-worth individuals | 7 | $35.8M | 12.2% | $5.12M |
| Corporations and other businesses | 8 | $198M | 67.5% | $24.8M |
| Other | Fewer than 5 | $1.3M | 0.4% | $649K |
| Total | 72 | $294M | 100% | — |
- Clients
- 55
- Regulatory AUM
- $58.5M
- AUM share
- 19.9%
- Avg. per client
- $1.06M
- Clients
- 7
- Regulatory AUM
- $35.8M
- AUM share
- 12.2%
- Avg. per client
- $5.12M
- Clients
- 8
- Regulatory AUM
- $198M
- AUM share
- 67.5%
- Avg. per client
- $24.8M
- Clients
- Fewer than 5
- Regulatory AUM
- $1.3M
- AUM share
- 0.4%
- Avg. per client
- $649K
Total
- Clients
- 72
- Regulatory AUM
- $294M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 85%
- Clients advised without assets under management last fiscal year
- 3
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 0
Nuclo Wealth is paid through a percentage of assets under management, hourly charges, fixed fees (other than subscription fees), performance-based fees and other compensation; its fees and minimums are set out in its brochures on the SEC website.
Nuclo Management Company LLC owns 75% or more of Nuclo Wealth and is in turn owned by Nuclo Asset Management S.a. De C.V. (75% or more). The leadership team of Nuclo Wealth includes Chief Compliance Officer Ana Reyes Flores. It has 8 employees, 7 of them in advisory roles.
Leadership
- Ana Reyes FloresChief Compliance Officer and Manager
- Mauricio Brocado MartinezUltimate Beneficial Owner, CEO, and Manager
- Emilio Sosa ArratiaUltimate Beneficial Owner and Manager
Investment adviser representatives
3 representatives listed in the SEC register as of 9 October 2026.
- Alejandro Adan Correa
- Ana Liseth Reyes Flores
- Emilio Sosa Arratia
Staff
- 8 employees
- 7 in advisory functions
- 3 state-registered reps
- 4 soliciting firms
- Owns 75% or more of Nuclo Wealth LLC
Nuclo Management Company LLC
Control person · since November 2021
- Owns 75% or more of Nuclo Management Company LLC
Nuclo Asset Management S.a. De C.V.
Control person · since November 2021
- Owns 75% or more of Nuclo Wealth LLC
Samuel Canal Palomar
Control person · since November 2018
- Owns 75% or more of Nuclo Wealth LLC
Francisco Canal Palomar
Control person · since August 2019
- Owns 75% or more of Nuclo Wealth LLC
Pablo Canal Palomar
Control person · since August 2019
- Owns 75% or more of Nuclo Wealth LLC
Pedro Canal Palomar
Control person · since August 2019
- Owns 25% to 50% of Nuclo Wealth LLC
Emilio Sosa Arratia
Control person · since November 2021
- Owns 25% to 50% of Nuclo Wealth LLC
Mauricio Brocado Martinez
Control person · since February 2024
Nuclo Wealth’s regulatory assets grew 51.0× from $5.76M (July 2022) to $294M (March 2026); clients rose from 7 to 72 and employees from 5 to 8.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| March 2026 | $294M | 72 | 8 | 2 |
| March 2025 | $235M | 46 | 8 | 2 |
| July 2024 | $185M | 32 | 8 | 2 |
| July 2022 | $5.76M | 7 | 5 | 2 |
Besides its headquarters, Nuclo Wealth has 1 office, with 2 listed addresses in the U.S. and abroad.
Texas · 1 listed address
- 401 Franklin Street, Suite 2400, HoustonHQ
International offices
- MONTE PELVOUX 111-102, CDMX, 11000, Mexico
Other business names
Nuclo Wealth has reported 1 other business name to the SEC.
- Nuclo Wealth Management
Contact and registration details
- Legal name
- Nuclo Wealth LLC
- Headquarters
- 401 Franklin Street, Suite 2400, Houston, TX 77002
- Website
- nuclowealth.com
- Phone
- 281-857-6435
- @nuclo-wealth-management
- SEC file
- 801-129931
- Structure
- Texas LLC
- Fiscal year end
- December
Nuclo Wealth uses Morgan Stanley ($75.3M, 39%), J.P. Morgan ($56.7M, 29%) and Alterna Securities ($35.2M, 18%), among others, as custodians for its separately managed accounts. Nuclo Wealth does not have custody of client assets.
- J.P. MorganJ.P. Morgan Securities LLC · New York, NY · $56.7M29%
- Alterna SecuritiesAlterna Securities, Inc. · Houston, TX · $35.2M18%
- Interactive BrokersInteractive Brokers LLC · Greenwich, CT · $19.3M10%
- Merrill Lynch, Pierce, Fenner & SmithMerrill Lynch, Pierce, Fenner & Smith Incorporated · New York, NY · $4.04M2%
- Morgan StanleyMorgan Stanley & Co. LLC · New York, NY · $75.3M39%
- OtherInvex, Santander, UBS2%
At year end, Nuclo Wealth’s separately managed accounts were mostly in stocks (52%).
What the accounts hold
- Stocks52%
- Exchange-traded equities36%
- Non-exchange-traded equities16%
- Funds9%
- Registered funds5%
- Pooled vehicles4%
- Bonds2%
- Cash7%
- Other30%
- Alternative investments and non financial assets30%
How many clients does Nuclo Wealth have?
Nuclo Wealth has 72 clients and manages $294 million for them, as of March 2026. They include 55 individual clients, 8 corporations and other businesses, and 7 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 27 March 2026
What services does Nuclo Wealth offer?
Nuclo Wealth provides portfolio management for individuals and small businesses, portfolio management for institutions, and selecting other managers.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does Nuclo Wealth use?
Nuclo Wealth’s separately managed account assets are held at Morgan Stanley & Co. LLC (New York, NY), with $75.3M, J.P. Morgan Securities LLC (New York, NY), with $56.7M, Alterna Securities, Inc. (Houston, TX), with $35.2M, Interactive Brokers LLC (Greenwich, CT), with $19.3M, Merrill Lynch, Pierce, Fenner & Smith Incorporated (New York, NY), with $4.04M, Invex (CDMX), with $3.19M, Santander (Geneva), with $1M and UBS (Geneva), with $594K. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 27 March 2026
How many financial advisors does Nuclo Wealth have?
Nuclo Wealth has 3 investment adviser representatives registered with state securities authorities, out of 8 employees, and 7 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Nuclo Wealth invest in?
At the end of its last fiscal year, Nuclo Wealth’s separately managed accounts held 36% exchange-traded equities, 30% other, 16% non-exchange-traded equities, 7% cash and equivalents, 5% registered funds (mutual funds, ETFs, BDCs), 4% pooled vehicles (private funds and similar) and 2% investment grade corporate bonds. The 30% other category is described as: Alternative Investments and Non Financial Assets.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Nuclo Wealth?
Nuclo Wealth is owned through a holding company by Nuclo Asset Management S.a. De C.V. Its direct owners are Nuclo Management Company LLC (75% or more), Emilio Sosa Arratia (25% to 50%), Mauricio Brocado Martinez (25% to 50%), Samuel Canal Palomar (75% or more), Francisco Canal Palomar (75% or more), Pablo Canal Palomar (75% or more) and Pedro Canal Palomar (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 27 March 2026
How does Nuclo Wealth get paid?
Nuclo Wealth is paid through a percentage of assets under management, hourly charges, fixed fees, performance-based fees and other compensation. Its Form ADV lists no commissions among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Nuclo Wealth?
Nuclo Wealth’s main office is at 401 Franklin Street, Suite 2400, Houston, TX 77002. Its phone number is 281-857-6435. Its website is nuclowealth.com.