EUREKA WEALTH MANAGEMENT

EUREKA WEALTH MANAGEMENT is an SEC-registered investment adviser (CRD 288494). Regulatory assets under management: $36.4M.

Registration

• CRD: 288494
• Type: Registered investment adviser
• Phone: 760-537-0791
• Latest filing: 2026-02-04
• Regulatory AUM: $36.4M
• Discretionary AUM: $6.8M
• Non-discretionary AUM: $29.6M
• Clients: 1
• Accounts: 25

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 288494 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search