A complete list of active advisors currently associated with Eureka Wealth Solutions

Warmer can help you find a great advisor at Eureka Wealth Solutions or one who fits your needs even better.

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.

To learn more about the advisors currently working at Eureka Wealth Solutions, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.