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EUREKA WEALTH SOLUTIONS

Advisory

NEW YORK, NY

Data as of Mar 31, 2026 · Source: SEC Form ADV

Rank in NY
#4,930
of 5,722 advisers by AUM
AUM change, 1 year
+17.0%
72nd percentile in NY
AUM CAGR, 3 year
0.0%
compound annual growth
Average account
$1M
across 21 accounts
AUM per adviser
$25M
1 adviser
Filing history
6
filings since 2015

Source: SEC Form ADV. Figures as filed Mar 31, 2026.

Total AUM
$25M
1-Year AUM Growth
+17.0%
3-Year CAGR
0.0%
Employees
2
Assets Under Management
Total AUM$25M
Discretionary AUM$25M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients21
Team
Total Employees2
Investment Advisers1
Employee Growth (1Y)—
Filing History
Total Filings on Record6
First FilingJul 29, 2015
Latest FilingMar 31, 2026
Full AUM trend chart and 6 historical filings spanning 11+ years
Included with Pro →
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InNJ, NY
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

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Closest by assets under management. All figures from Form ADV.

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