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Eureka Wealth Management
EUREKA WEALTH MANAGEMENT is an SEC-registered investment adviser in WEST HOLLYWOOD, CA. The firm manages $36 million in regulatory assets, $7 million on a...
Eureka Wealth Management
EUREKA WEALTH MANAGEMENT is an SEC-registered investment adviser in WEST HOLLYWOOD, CA. The firm manages $36 million in regulatory assets, $7 million on a discretionary basis. It has 1 employee and 1 investment adviser.
General information
Firm type
Multi Family Office
Frequently asked questions
What services does Eureka Wealth Management offer?
Based on its SEC RIA registration, Eureka Wealth Management provides discretionary asset management and financial planning services. The firm likely serves high-net-worth individuals and families in a multi-family office capacity, though no official service menus are public.
Is Eureka Wealth Management a single-family or multi-family office?
The firm's regulatory filings and name suggest a multi-family office structure, as it operates as a registered investment advisor rather than a vehicle for a single family. However, the number of families served or the firm's ownership structure is not publicly disclosed.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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