Eureka Wealth Management

Eureka Wealth Management is a registered investment advisor founded in May 2017 by Matthew Davis, operating as a sole proprietorship based in Los Angeles, California. Eureka Wealth Management offers two primary services: financial planning and portfolio management. Financial planning covers topics such as net worth statements, cash flow analysis, tax analysis, insurance analysis, estate planning techniques, retirement projections, and 401(k) reviews, resulting in a written financial plan. Portfolio management services involve creating individualized investment portfolios based on client objectives, time frames, and risk tolerance. Eureka Wealth Management utilizes digital wealth management platforms and sub-advisors, such as Betterment for Advisors, to provide goal-based investment management, automated rebalancing, tax-loss harvesting, and custom portfolio strategies. Portfolio management is offered through a wrap fee program that bundles advisory, brokerage, execution, and custody costs. Eureka Wealth Management serves individuals, high-net-worth individuals, and corporate entities without requiring a minimum account size.