Nuclo Wealth Llc
State-registered
Investment Adviser · Small ($100M–$1B)
CRD 317730
· SEC file 801-129931
· Houston, TX
· www.linkedin.com
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ADV data as of Mar 27, 2026
- Regulatory AUM
- $294M
- Discretionary
- $97.0M
- Clients
- 72
- Avg AUM / client
- $4.1M
- Accounts
- 69
- Employees
- 8
AUM over time
$0
$294M
Dec 2021
Dec 2025
Annual snapshots from Form ADV filings · as of Mar 27, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 55 | $58.5M | 19.9% |
| High net worth individuals | 7 | $35.8M | 12.2% |
| Corporations and other businesses | 8 | $198M | 67.5% |
| Other | 2 | $1.3M | 0.44% |
People (8)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Canal Palomar, Samuel, Jose Luis | Managing Member And Ubo | Nov 2018 (8y) | ≈ 0% – 5% via Canpal Investments Llc | |
| Brocado Martinez, Mauricio | Shareholder (Ubo) And Executive Officer | May 2019 (7y) | ≈ 14.06% – 50% via Nuclo Asset Management S.A. De C.V. | |
| Emilio Sosa Arratia | Shareholder (Ubo) And Executive Officer | CFA | May 2019 (7y) | ≈ 14.06% – 50% via Nuclo Asset Management S.A. De C.V. |
| Canal Palomar, Francisco | Managing Member And Ubo | Aug 2019 (7y) | ≈ 0% – 5% via Rockville Holdings Llc | |
| Canal Palomar, Pablo | Managing Member And Ubo | Aug 2019 (7y) | ≈ 0% – 5% via Wellspring Holdings Llc | |
| Canal Palomar, Pedro | Managing Member And Ubo | Aug 2019 (7y) | ≈ 0% – 5% via Eastforf Holdings Llc | |
| Ana Liseth Reyes Flores | Chief Compliance Officer | Nov 2021 (5y) | Less than 5% | |
| Alejandro Adan Correa | Registered representative | CFA | May 2022 (4y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Nuclo Management Company Llc | Managing Member | Nov 2021 | A | 75% or more |
| Canpal Investments Llc | Member | Nov 2021 | A | Less than 5% |
| Rockville Holdings Llc | Member | Nov 2021 | A | Less than 5% |
| Wellspring Holdings Llc | Member | Nov 2021 | A | Less than 5% |
| Eastforf Holdings Llc | Member | Nov 2021 | A | Less than 5% |
| Nuclo Asset Management S.A. De C.V. | Shareholder | Nov 2021 | B | ≈ 56.25% – 100% via Nuclo Management Company Llc |
Estimated effective ownership (look-through of filed bands):
- Canal Palomar, Samuel, Jose Luis: 75% – 100% of Canpal Investments Llc × 0% – 5% direct ≈ 0% – 5% of the firm
- Brocado Martinez, Mauricio: 25% – 50% of Nuclo Asset Management S.A. De C.V. × 75% – 100% of Nuclo Management Company Llc × 75% – 100% direct ≈ 14.06% – 50% of the firm
- Emilio Sosa Arratia: 25% – 50% of Nuclo Asset Management S.A. De C.V. × 75% – 100% of Nuclo Management Company Llc × 75% – 100% direct ≈ 14.06% – 50% of the firm
- Canal Palomar, Francisco: 75% – 100% of Rockville Holdings Llc × 0% – 5% direct ≈ 0% – 5% of the firm
- Canal Palomar, Pablo: 75% – 100% of Wellspring Holdings Llc × 0% – 5% direct ≈ 0% – 5% of the firm
- Canal Palomar, Pedro: 75% – 100% of Eastforf Holdings Llc × 0% – 5% direct ≈ 0% – 5% of the firm
- Nuclo Asset Management S.A. De C.V.: 75% – 100% of Nuclo Management Company Llc × 75% – 100% direct ≈ 56.25% – 100% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/27/2026 | 1.24 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
- • Performance-based fees
- • Other fees
- • CONSULTING FEES
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Selection of other advisers
- • Other services
Custody
Reported custodians
- Morgan Stanley $75.3M (26% of AUM) Mar 2026
- J.P. Morgan $56.7M (19% of AUM) Mar 2026
- Alterna Securities, Inc. $35.2M (12% of AUM) Mar 2026
- Interactive Brokers $19.3M (7% of AUM) Mar 2026
- Merrill Lynch $4.0M (1% of AUM) Mar 2026
- Invex $3.2M (1% of AUM) Mar 2026
- Santander $1.0M (0% of AUM) Mar 2026
- UBS $594K (0% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 27, 2026.
View current Form ADV (SEC/IAPD) ↗