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- Custodian
- Betterment · Interactive Brokers · Morgan Stanley
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- Established Date
- 06-30-2017
- Office Locations
- 1
Office Locations
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.
Reported data analysis
What the numbers show
Of the latest reported AUM, 18.6% is discretionary and 81.4% is non-discretionary.
The firm reports 1 advisory representatives and 29 clients, or 29 clients per representative. That equates to $1.3M in reported AUM per client.
The profile lists 1 reported office location and 9 years in operation. The source data was last updated on February 4, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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Owner & Executives
MATTHEW DEORAN DAVIS
Chief Compliance Officer, Financial Advisor
- CRD
- #4995900
- Ownership
- 75% or more
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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
SMA allocation detail is available
Eureka Wealth Management has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.