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EUDAIMONIA WEALTH
EUDAIMONIA WEALTH LLC
CRD 305431 · SEC 801-132075
1207 DELAWARE AVENUE, SUITE 110, BUFFALO, NY, 14209, United States
Phone
(716) 362-1182
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$35.8M
Discretionary AUM
$35.8M
Team
1 total employees; 1 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees; MONTHLY FINANCIAL PLANNING SUBSCRIPTION FEE
Org form
Limited Liability Company
Filing date
2026-03-02
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 29 | $14.7M |
| High net worth individuals | 10 | $21.1M |
States served
NY
All web addresses on file
Official SEC filing: View on IAPD