Eudaimonia Wealth

Overview

Eudaimonia Wealth is an independent, owner-operated registered investment adviser structured as an LLC and SEC-registered in 2025. The firm focuses on financial planning and portfolio management for individuals and small businesses, serving a client base made up primarily of individual and family accounts. Compensation is flexible: the firm charges a percentage of assets under management and also uses hourly, fixed-fee and other billing arrangements. Investment activity is run on a discretionary basis, with implementation concentrated in pooled public funds and mutual funds rather than direct-stock or concentrated ETF strategies. The adviser is not marked as an active ESG investor and does not identify itself as a multi-state or pension consultant adviser. Eudaimonia Wealth does not position itself as a capital allocator to third-party alternative managers.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices