Eureka Wealth Management

Overview

Eureka Wealth Management operates as a single-owner independent RIA focused on serving individual and family clients. The firm provides fee-based financial planning and acts as a capital allocator, meaning it constructs client portfolios using third-party managers and selects other advisers when appropriate. Its documented investment approach favors pooled public funds — primarily mutual funds — as the core building blocks of client portfolios rather than direct, large-scale private or alternative positions. The firm reports limited discretionary authority over client assets, which suggests many relationships are advisory in nature with clients retaining final control over trading decisions. Eureka charges either a percentage of AUM or fixed fees and lists selection of other advisers as a key advisory activity. It is not identified as an active ESG investor in filings and is not set up as a multi-state adviser. The combination of a capital allocator role and selection-of-advisers activity indicates the firm can implement third-party models or sleeve different manager strategies inside client accounts when clients require that level of delegation.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices