# Eureka Wealth Solutions

> Eureka Wealth Solutions is a state-registered investment advisory firm in New York, NY, registered since 2017, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 31, 2026.

- CRD: 175087
- Filed as: EUREKA WEALTH SOLUTIONS
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: New York, NY
- Filing period: October 2026
- Form ADV filing dated: March 31, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/175087
- AdvisorCensus page: https://advisorcensus.com/firm/eureka-wealth-solutions-new-york-ny-175087

## Quick answers

**How is Eureka Wealth Solutions compensated?**
On its Form ADV (Item 5.E, October 2026), Eureka Wealth Solutions reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Where is Eureka Wealth Solutions located?**
Eureka Wealth Solutions' principal office is in New York, NY, according to its Form ADV.

**Is Eureka Wealth Solutions registered with the SEC or a state?**
Eureka Wealth Solutions is a state-registered investment advisory firm, registered since 2017. Status as filed: APPROVED. CRD 175087.

**How much does Eureka Wealth Solutions manage?**
Eureka Wealth Solutions reports $25,200,000 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (100% discretionary).

**What types of clients does Eureka Wealth Solutions serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (16); individuals (other than high net worth individuals) (5).

**Does Eureka Wealth Solutions report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/175087

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $25,200,000
- Discretionary: $25,200,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 5 | $900,000 |
| High net worth individuals | 16 | $24,300,000 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2017 (9 years)
- Employees: 2 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NJ, NY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- eurekawealthsolutions.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Eureka Wealth Solutions (CRD 175087): Form ADV filing data as of October 2026.