Eureka Wealth Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Eureka Wealth Management is a sole‑proprietor registered investment adviser that provides written financial planning and portfolio management to individuals, some high‑net‑worth clients, and business entities. The firm delivers tailored financial plans following client interviews and questionnaires and may implement investment management directly or through a sub‑adviser arrangement with Betterment for Advisors; the principal also conducts independent insurance sales.
The firm documents client goals with a multi‑facet financial survey and constructs client investment profiles, employing both fundamental and technical analysis to recommend and rebalance model portfolios. Services are available on a discretionary and non‑discretionary basis, and the brochure discloses that a substantial portion of client assets are managed non‑discretely and co‑managed on the Betterment platform.
Distinctive operational features include offering portfolio management only through a wrap fee program and relying on Betterment’s automated, goal‑based platform and custodial/execution services, which is uncommon among similar solo independent advisors. The principal’s role as an independent insurance agent and the receipt of non‑economic support from Betterment are disclosed as potential conflicts of interest that the firm says it addresses through fiduciary obligations and client disclosures.
Client services
Expertise
Fee options
$1,500 to $10,000 for financial planning services, negotiable
$0 - $1,000,000: 1.50% $1,000,000+: 1.25%
Main office
Los Angeles CA
Advisors at this office
1
Most active in
California
Also doing business as
Davis, Matthew Deoran · Eureka Wealth Management
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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