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EUREKA WEALTH SOLUTIONS
CRD 175087 · SEC 801-106491
697 WEST END AVE, #8C, NEW YORK, NY, 10025, United States
Phone
646-927-0871
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$25.2M
Discretionary AUM
$25.2M
Team
2 total employees; 1 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 5 | $900K |
| High net worth individuals | 16 | $24.3M |
All web addresses on file
Official SEC filing: View on IAPD