EUREKA WEALTH SOLUTIONS

Overview

Eureka Wealth Solutions is a small, independent registered investment adviser operating as a limited liability company and owner-run. The firm serves individual and family clients, combining financial planning with discretionary portfolio management and selection of third‑party advisers. Investment activity centers on public equities but the firm positions itself as a capital allocator — layering in third‑party alternative managers where appropriate. Fee arrangements are flexible, including percentage‑of‑AUM billing alongside hourly and fixed-fee engagements. The firm also identifies as an active ESG investor, integrating environmental, social and governance considerations into manager selection and portfolio construction. Eureka’s advisory mandate emphasizes tailored solutions for individuals and small business owners. That includes ongoing portfolio management, coordinated planning, and the use of external managers or funds to fill capability gaps or gain access to non‑public opportunities.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices