CRD: 175087
Eureka Wealth Solutions
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- Custodian
- Interactive Brokers
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- Established Date
- 08-01-2015
- Office Locations
- 2
Office Locations
About Eureka Wealth Solutions
Eureka Wealth Solutions is a New York-based fiduciary RIA providing investment management and holistic planning (cash flow, tax and estate planning). The firm builds highly customized, values-aligned portfolios—incorporating thematic and impact/ESG research—rather than model “box” allocations, with active rebalancing and tax-aware implementation primarily using ETFs. Unique: it donates 2% of advisory fees each year to a client-selected charity.
Reported data analysis
What the numbers show
Between December 21, 2015 and December 27, 2016, reported AUM increased 17.0%, from $4.3M to $5.1M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 1 advisory representatives and 21 clients, or 21 clients per representative. That equates to $1.2M in reported AUM per client.
The profile lists 2 reported office locations and 11 years in operation. The source data was last updated on March 31, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
- Accredited Investors
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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Owner & Executives
IGOR TSUKERMAN
Chief Compliance Officer, Chief Executive Officer, Managing Member
- CRD
- #4936967
- Ownership
- 50% but less than 75%
yair krauze
Chief Information Officer
- CRD
- --
- Ownership
- 25% but less than 50%
Showing 2 of 2 owners & executives
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $25,200,000 | $202,400 |
| Non-Discretionary | $0 | -- |
| Total | $25,200,000 | $202,400 |
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Separately Managed Accounts
SMA allocation detail is available
Eureka Wealth Solutions has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.