Eureka Wealth Management

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.