EUDAIMON WEALTH MANAGEMENT

EUDAIMON WEALTH MANAGEMENT is an SEC-registered investment adviser (CRD 307658). Regulatory assets under management: $19.0M.

Registration

• CRD: 307658
• Type: Registered investment adviser
• Phone: 805-895-5737
• Latest filing: 2026-05-15
• Regulatory AUM: $19.0M
• Discretionary AUM: $19.0M
• Clients: 1
• Accounts: 50

Business model

Compensation: % of AUM.

Clients served: High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 307658 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search