Eudaimon Wealth Management
RIASEC Registered
Total AUM
$19M
Discretionary
$19M
100% of AUM
Avg account
$380K
Accounts
50
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 307658
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- Individuals100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Eudaimon Wealth Management is a sole proprietorship that provides fee-based portfolio management primarily to individuals and families, with additional work for small businesses. The firm bills as a percentage of assets under management and reports portfolio management for individuals/small businesses as its core advisory activity. It is organized around a single-owner structure rather than a multi-partner RIA model and is not positioned as an ESG-focused or multistate adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds93%
- US Government Bonds3%
- State & Local Bonds2%
- Exchange Traded Equities1%
- Investment Grade Corp Bonds1%
Owners & executives
1 of 1
Steven Daniels
President And CEOCRD 3091518
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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