Eureka Wealth Management

Eureka Wealth Management (CRD# 288494) is a financial advisory firm headquartered in West Hollywood, CA. They manage $22,894,514 in 83 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
8605 Santa Monica Blvd, Pmb 35721, West Hollywood, CA 90069
http://www.eurekawealthmanagement.com
By the Numbers
  • Total Assets Under Management
    23
    MILLION
  • Total Number of Accounts
    83
    ACCOUNTS
  • Average Account Value
    $275,838
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Eureka Wealth Management
Showing 1 - 1 of 1 top financial advisors.
1
Matthew Davis, financial advisor Los Angeles CA
Matthew D. Davis
CRD#: 4995900
Los Angeles, CA

Matthew Davis (CRD# 4995900) is an Investment Advisor Representative working at Eureka Wealth Management in Los Angeles, CA and has over 18 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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