EUDAIMONIA WEALTH LLC
Legal name: EUDAIMONIA WEALTH
CRD #305431 SEC #801-132075 BUFFALO, NY (716) 362-1182
SEC Registered
Total AUM
$28.5M
Discretionary
$28.5M
Employees
1
Clients
26
Accounts
90
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- New York
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Jan 31, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| KOEPPEL, BRETT | I | PRESIDENT AND CCO | E | Control |
| KOEPPEL, BRETT | I | PRESIDENT AND CCO | E | Control |
Registrations
Federal
IA
Jan 31, 2025 REGISTERED
Notice Filings (1)
NY
Address
1207 DELAWARE AVENUESUITE 110
BUFFALO, NY 14209
United States
Phone: (716) 362-1182