AUMdb

Eureka Wealth Solutions

State-registered Wealth Manager · Boutique (under $100M) CRD 175087 · SEC file 801-106491 · New York, NY · WWW.EUREKAWEALTHSOLUTIONS.COM
☆ Save with Pro ADV data as of Mar 31, 2026
Regulatory AUM
$25.2M
Discretionary
$25.2M
Clients
21
Avg AUM / client
$1.2M
Accounts
21
Employees
2

AUM over time

$4.3M $27.0M
Jul 29, 2015 Mar 31, 2026

Reported AUM from Form ADV filings, plotted by filing date · as of Mar 31, 2026

Who they serve

Client typeClientsAUM% of AUM
Individuals (non-high net worth) 5 $900K 3.57%
High net worth individuals 16 $24.3M 96.4%

Private funds (1)

Reported in Form ADV Section 7.B.(1), filing of Jan 2017 · $560K combined gross assets

FundTypeDomicileGross assetsOwners
Passed Pawn Capital, Lp Hedge Fund Delaware $560K 3

People (2)

roster as of Jul 20, 2026
NameRole / titleCredentialsWith firm sinceOwnership
Igor Tsukerman Managing Member & Chief Compliance Officer Jan 2015 (12y) 75% or more
Krauze, Yair Chief Information Officer Aug 2015 (11y) 10% – 25%

Undisclosed: 0% – 15% of the firm is not attributable from the filed Schedule A bands.

Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.

Private funds (1, $560K gross assets)

FundTypeGross assetsMin. investmentOwners
Passed Pawn Capital, Lp Hedge Fund $560K $250K 3

From Form ADV Section 7.B private fund reporting.

Documents (1 archived)

FormPeriodSize
Form ADV (full filing) 03/31/2026 984 KB View · PDF · Source ↗

Archived copies of the firm's regulatory filings, versioned by content hash.

Disciplinary disclosures

No disciplinary events reported on the firm's latest Form ADV filing.

How they charge

  • Percentage of assets under management
  • Hourly charges
  • Fixed fees

Services

  • Financial planning services
  • Portfolio management for individuals/small businesses
  • Selection of other advisers

Custody

Firm reports it does not have custody of client funds or securities (Item 9.A).

No custodian data reported or mined yet.

Source

All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 31, 2026.

View current Form ADV (SEC/IAPD) ↗