EUDAIMONIA WEALTH LLC
EUDAIMONIA WEALTH LLC of BUFFALO, NY is an SEC-registered investment adviser (CRD 305431). Regulatory assets under management: $35.8M.
Registration
- CRD: 305431
- SEC file number: 801-132075
- Type: Registered investment adviser
- Location: 1207 DELAWARE AVENUE, SUITE 110, BUFFALO, NY, 14209
- Phone: (716) 362-1182
- Latest filing: 2026-03-02
- Regulatory AUM: $35.8M
- Discretionary AUM: $35.8M
- Clients: 1
- Accounts: 116
Business model
Compensation: % of AUM, Hourly, Fixed, Other.
Clients served: Individuals, High net worth.
Officers, owners & control persons (1)
| Name | Role | Location |
|---|
| Brett Koeppel | PRESIDENT AND CCO; PRESIDENT & CHIEF COMPLIANCE OFFICER | — |
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