Nuclo Wealth

Overview

Nuclo Wealth was founded in 2021 by a team that previously ran investment strategy at Tresalia Capital, one of Latin America's most sophisticated single-family offices. The firm operates as a dual-office RIA regulated by the Texas State Securities Board and the Investment Advisers Act of 1940, with its original presence dating to 2019 in Ciudad de México. The firm invests across more than 13 asset classes. Its stated investment universe spans private equity, venture capital, equities, fixed income, and real estate, among others. The team designs fully discretionary and non-discretionary portfolios emphasizing cross-border structuring and multi-generational governance. No specific portfolio company names have been publicly disclosed. Its geographic footprint centers on the United States and Mexico. Nine professionals run the platform. The leadership team includes CEO Mauricio Brocado and Co-Chief Investment Officer Emilio Sosa, alongside Alejandro Correa heading asset management and Julian Castillo overseeing risk. The firm maintains a registered Houston headquarters and a legacy advisory base in Mexico City that predates the US incorporation. No adjacent philanthropic vehicles or operating businesses have been publicly identified. Its structural edge is the imprint of Tresalia Capital. The founding team’s tenure inside a multi-billion-dollar single-family office means Nuclo Wealth operates with a governance rigor and multi-asset mandate that mimic an internal family investment committee — but available to external clients who gain institutional infrastructure without building it in-house. NUCLO WEALTH was listed as registered with the SEC in the IAPD firm compilation observed on 2026-10-22. In Form ADV filed on 2026-03-27, it reported 8 employees; 69 advisory accounts; services including Portfolio management for businesses and institutional clients, Portfolio management for individuals and small businesses, Selection of other advisers; client categories including Corporations or other businesses, High net worth individuals, Individuals (other than high net worth individuals); compensation arrangements including A percentage of assets under management, Fixed fees, Hourly charges, Performance-based fees. These are dated adviser-reported facts, not independently verified by Altss. Registration does not constitute approval or endorsement. This historical filing does not establish current registration status or operations.