Eureka Wealth Solutions
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Eureka Wealth Solutions is a small, single-advisor investment management firm that provides discretionary and non‑discretionary portfolio management, financial planning, and consulting primarily to individual and high‑net‑worth clients. The firm manages roughly $25 million for a limited number of client relationships and also conducts educational seminars and plan‑level consulting for employer retirement plans.
The firm emphasizes thematic and impact investing, combining fundamental and technical analysis with portfolio construction tailored to clients’ risk profiles, values, and investment horizons. It offers a tiered service model that ranges from an algorithmic Starter plan—which allocates mainly to diversified ETFs based on risk tolerance and stated values—to higher‑touch plans that include comprehensive financial and tax planning and more customized investment implementation.
Distinctive features relative to peers include a quantitative investment pedigree in its leadership and a licensing arrangement that makes the firm’s model portfolios available on a third‑party SEC‑registered platform; the firm discloses compensation for that arrangement and policies intended to preserve trade sequencing for advisory clients. It also routinely considers alternative investments (including private placements and cryptocurrencies) and implements strategies for accounts not custodied directly with the firm (e.g., 401(k), 529, HSA) using an order management approach, an uncommon scope for a firm of this size.
Client services
Expertise
Fee options
Minimum annual fees for plans under certain asset levels: Starter Plan $100, Plus Plan $300, Power Plan $1,250, Super Plan $12,500
$0 - $29,999: $30,000 - $99,999: Starter Plan: 0.35%, Plus Plan: 1.10%, Power Plan: flat $1,250, Super Plan: $12,500 $100,000 - $499,999: Starter Plan: 0.30%, Plus Plan: 1.00%, Power Plan: 1.25%, Super Plan: $12,500 $500,000 - $999,999: Starter Plan: 0.30%, Plus Plan: 0.90%, Power Plan: 1.15%, Super Plan: $12,500 $1,000,000+: Starter Plan: 0.30%, Plus Plan: 0.75%, Power Plan: 1.00%, Super Plan: 1.00%
Standalone financial planning and consulting services charged at $300/hour with $600 minimum
Account minimum: $10,000 Minimum fee: Starter Plan under $30,000 AUM: $100, Plus Plan under $30,000 AUM: $300, Power Plan under $100,000 AUM: $1,250, Super Plan under $1,000,000 AUM: $12,500 Fee-only: Standalone financial planning and consulting services charged at $300/hour with $600 minimum
Main office
New York NY
Advisors at this office
1
Most active in
New Jersey · New York
Also doing business as
Eureka Wealth Solutions · Passed Pawn Advisors LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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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.
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