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Eureka Wealth Management

Eureka Wealth Management. CRD 288494

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CRD: 288494

Eureka Wealth Management

LOS Angeles, CA
7605370791
www.eurekawealthmanagement.com
$36.4M Total AUM
$6.8M Disc. AUM
-- 3Y CAGR
1 Employees
29 ADV. Clients
8 yrs Firm Age

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Firm Details

Custodian
Betterment · Interactive Brokers · Morgan Stanley
Clients
Retail
Platforms
InsightOptima +more
Established Date
06-30-2017
Office Locations
1

Office Locations

-- LOS Angeles CA

About Eureka Wealth Management

Eureka Wealth Management is a solo CFP®/APMA® practice led by Matthew D. Davis providing comprehensive financial planning, insurance, and investment management for business owners, families, and individuals in Los Angeles/Palm Springs/San Francisco and internationally. Portfolios are implemented via Betterment using low-cost index funds/ETFs with risk-based asset allocation and semi-annual reviews, alongside retirement, tax/estate strategy coordination, cash-flow/net-worth, and Covered California insurance guidance.

Team overview

39 AVG AGE
$36.4M AVG AUM / ADVISOR
$1.3M AVG AUM / CLIENT
9 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
8yrs Firm Age

Insights

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Asset Classes

Eagle glacier Vital Focus

Client Personas

Capital meridian Prime capital

Custodian

Radial oak Eagle bridge Zenith Pathway peak Crest focus Frontier pathway Ember Vital momentum Timber Bridge

Investment Themes

Eagle Horizon harbor Meridian vector

Investment Vehicles

Bridge insight Ridge

Platform

Element vector

Services

Frontier pioneer Momentum Insight horizon North Vertex north Meridian Matrix pathway

Technology

Signal Focus pioneer Horizon Fusion

Owner & Executives

MATTHEW DEORAN DAVIS

MATTHEW DEORAN DAVIS

Chief Compliance Officer, Financial Advisor

CRD
#4995900
Ownership
75% or more
(747) 446-6088
pioneer.element@peakcapital.com
in linkedin.com/in/unison-meridian

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Contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary

No AUM history available

Category Assets AVG. Account size
Discretionary $6,751,614 --
Non-Discretionary $29,632,695 --
Total $36,384,309 --

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Separately Managed Accounts

Total SMA Asset: $36,384,309

$36.4M Total SMA
Public Funds:
46.5%
Equity - Exchange:
27.2%
Municipal Bonds:
26.3%
Asset class Assets Assets %
Public Funds $1,055,898,598 46.5%
Equity - Exchange $617,643,911 27.2%
Municipal Bonds $597,207,164 26.3%
Total $2,270,749,673 100.0%

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