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- Custodian
- Interactive Brokers
- Clients
- Retail
- Platforms
- Focus beaconVector horizon +more
- 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.
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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%
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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
Total SMA Asset: $25,200,000
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $2,835,103,046 | 35.8% |
| Private Funds | $3,500,322,755 | 44.2% |
| Cash | $1,583,856,449 | 20.0% |
| Total | $7,919,282,250 | 100.0% |