Eureka Wealth Solutions

SEC-regulated
Registered investment advisor
Eureka Wealth Solutions, LLC is an investment management firm based in New York, established in 2014 by Igor Tsukerman. The firm specializes in thematic and impact investing, creating unique investment portfolios tailored to individual beliefs, values, risk tolerance, and investment horizon. They offer discretionary portfolio management services, utilizing equity securities, exchange-traded funds, mutual funds, and alternative investments like hedge funds and cryptocurrencies. Eureka Wealth Solutions also provides financial planning, consulting, estate planning, and tax planning services. Clients can choose from different service plans - Starter, Plus, Power, and Super - with annual management fees ranging from 0.30% to 1.25% based on assets under management. The firm has $23.1 million in client assets under management as of December 31, 2024. Eureka Wealth Solutions acts as a fiduciary, providing full investment discretion to manage client accounts. Igor Tsukerman, the Chief Compliance Officer, has a background in financial engineering and mathematics, with over 18 years of experience in the financial services industry. The firm does not charge performance-based fees and has a clean disciplinary record. Clients are assured of privacy and transparency in all dealings with the firm.
This firm is a Regulated Investment Advisor
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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