Alejandro A. Correa

NUCLO WEALTH

CDMX, 11000

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CRD#: 7529580

Professional summary

Alejandro Adan Correa, who also goes by Alejandro Correa, Alejandro Adan Correa Herrerias, Alejandro Correa Herrerias, Alejandro Adan Correa Herrerias, Alejandro Adán Correa Herrerías, Alejandro Adán Correa Herrerías, is a registered financial advisor currently at NUCLO WEALTH .

Alejandro is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Alejandro has worked at 1 firm .

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Alejandro Adan Correa's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

May 3, 2022 - Present

NUCLO WEALTH

Office #1: Monte Pelvoux 111 -102 Lomas De Chapultepec, Cdmx 11000

RIA

CRD#: 317730

CDMX,

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

NUCLO WEALTH

NUCLO WEALTH | NUCLO WEALTH MANAGEMENT | NUCLO WEALTH LLC

CRD#: 317730 / SEC#: 801-129931

RIA

Registered Investment Advisory firm - (4/18/2024 Approved)

Texas

Registered Investment Advisory firm - (8/19/2022 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Texas
(5/3/2022)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Current Firm

NUCLO WEALTH

NUCLO WEALTH | NUCLO WEALTH MANAGEMENT | NUCLO WEALTH LLC

CRD#: 317730 / SEC#: 801-129931

RIA

Registered Investment Advisory firm - (4/18/2024 Approved)

Texas

Registered Investment Advisory firm - (8/19/2022 Approved)

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Contact information

Main Address

401 Franklin Street Suite 2400, Houston, TX 77002

Mailing Address

282 Ed English Dr Unit A, Shenandoah, TX 77385

Phone number

(281) 857-6435

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (1 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A 2B NUCLO WEALTH LLC (3/17/2025)

Regulatory assets under management

Total Number of Accounts	41
AUM (Assets Under Management)	$ 235,362,987

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Alejandro A. Correa

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Alejandro Adan Correa's CRS (Customer Relationship Summary).

Certified licenses

Experience

NUCLO WEALTH

Primary Firm SEC Registration

NUCLO WEALTH

State Registrations and Notice Filings

Exams

Current Firm

NUCLO WEALTH

Contact information

SEC notice filing (1 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

NUCLO WEALTH

TRUST BUT VERIFY

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