Falists
← Back to search

EUREKA WEALTH MANAGEMENT

DAVIS, MATTHEW DEORAN

CRD 288494

Advisory firmSole prop

Independent or team-based registered investment adviser — LLC, partnership, or sole proprietorship.

Visit website

United States

Registration

— (—)

Source

State registered

Total AUM

$36.4M

Discretionary AUM

$6.8M

Team

1 total employees; 1 advisory reps; 4 broker-dealer reps

Clients

11-25

Fees

Percentage of AUM; Fixed fees

Org form

Sole Proprietorship

Filing date

2026-02-04

Disciplinary history

No

Services

Financial planningSelection of other advisers

Client types

TypeClientsAUM
Individuals11$5.6M
High net worth individuals14$30.8M

All web addresses on file

Official SEC filing: View on IAPD