Nuakh Financial
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Nuakh Financial is a fee-only, newly registered investment adviser that provides discretionary portfolio management for individual accounts and financial planning services to individuals, high-net-worth clients, and businesses. The firm offers both project-based and ongoing planning engagements in addition to investment management for individual portfolios.
The firm describes an investment approach grounded in asset allocation and Modern Portfolio Theory, using a mix of passive and active vehicles and allowing client-imposed restrictions or values-based (including Biblically Responsible) screens where requested. Financial planning topics the firm lists include business planning and exit considerations, retirement and tax planning, estate analysis, insurance and cash‑flow management, and the firm typically works with clients to tailor plans and implement recommendations.
Compared with peers in this regulatory profile, Nuakh’s brochure highlights several uncommon features for a new, zero‑AUM adviser: acceptance of hourly and fixed-fee arrangements for planning, recurring fixed fees for ongoing planning, and a specific focus on individual portfolio management and values-based customization. The firm also notes it does not act as a private fund adviser.
Client services
Expertise
Occupation focus
Demographic focus
Fee options
$0 - $250,000: 1.00% $250,001 - $500,000: 0.85% $500,001 - $1,000,000: 0.75% $1,000,001 - $2,000,000: 0.65% $2,000,001 - $5,000,000: 0.55% $5,000,001 - $10,000,000: 0.45% $10,000,000+: 0.35%
Project-Based Financial Planning hourly rate: $250. Ongoing Financial Planning hourly rate: $250 to $500.
Ongoing Financial Planning recurring fixed fee paid monthly in advance, annual range $1,200 to $25,000.
Fee-only: Project-Based Financial Planning: fixed fees $250 to $25,000; hourly rate $250. Ongoing Financial Planning: initial fee $250 to $10,000; ongoing fixed fees $1,200 to $25,000 annually, based on $250 to $500 hourly rate.
Main office
4539 N 22nd St, #7193
Phoenix AZ 85016
Advisors at this office
1
Most active in
Arizona
Also doing business as
Nuakh Financial · Nuakh Financial LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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