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EUDAIMONIA WEALTH
Legal name: EUDAIMONIA WEALTH LLC
CRD 305431File 801-132075
APPROVED
Retail clients
Custody
Filing as of Mar 2, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$35.8M
Bottom 25% of cohort (national)
Discretionary AUM
$35.8M
Clients
39
116 accounts
Employees
1
Bottom 25% of cohort in NY
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- NYRO
- Registration date
- Mar 4, 2025
- Principal office
- 1207 DELAWARE AVENUE, SUITE 110, BUFFALO, NY, 14209
- Phone
- (716) 362-1182
- Website
- http://eudwealth.com/
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $35.8M
- Discretionary AUM
- $35.8M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 116
- Non-discretionary accounts
- 0
- Total accounts
- 116
- AUM per client
- $917K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 10 | $21.1M |
| Individuals (other than high net worth individuals) | 29 | $14.7M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Fixed fees
- Hourly charges
- Other (described) — MONTHLY FINANCIAL PLANNING SUBSCRIPTION FEE
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.