RIA Intel›Advisers›California›EUREKA FINANCIAL PLANNERS, LLC

EUREKA FINANCIAL PLANNERS, LLC

Advisory

CA

Data as of Feb 11, 2026 · Source: SEC Form ADV

Rank in CA

#3,426

of 5,480 advisers by AUM

Average account

$389K

across 133 accounts

AUM per adviser

$52M

1 advisers

Source: SEC Form ADV. Figures as filed Feb 11, 2026.

Total AUM

$52M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$52M

Discretionary AUM$0

Non-Discretionary AUM$52M

Discretionary %0%

Total Clients98

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InCA, OR, WA

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

98 clients

10 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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