$19.0M Total AUM
$19.0M Disc. AUM
-- 3Y CAGR
1 Employees
14 ADV. Clients
6 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- AtlasZenith +more
- Established Date
- 04-30-2020
- Office Locations
- 1
Office Locations
-- Mt. Crested Butte CO
About Eudaimon Wealth Management
Eudaimonia Wealth is a fee-only, fiduciary RIA based in Buffalo, NY serving local families at or near retirement. The firm focuses on retirement income replacement, tax-aware planning, and an intentional investment strategy aligned to cash-flow needs and long-term goals. Client assets are held at Charles Schwab, and the firm does not take custody.
Team overview
-- AVG AGE
$19.0M AVG AUM / ADVISOR
$1.4M AVG AUM / CLIENT
6.1 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
6yrs Firm Age
Insights
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Asset Classes
Vertex zenith Pathway
Custodian
Momentum vital Crest Optima Element
Investment Themes
Vital
Services
Fusion Pioneer Zenith harbor Eagle Vertex Signal optima
Technology
Bridge element Catalyst Glacier
Owner & Executives
S
STEVEN RICHARD DANIELS
Chief Compliance Officer, Founder, Managing Director, Managing Member
- CRD
- #3091518
- Ownership
- 75% or more
(861) 261-5507
catalyst.timber@signalcapital.com
in linkedin.com/in/legacy-focus
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $19,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $19,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $19,000,000
Public Funds:
19.6% U.S. Government/Agency:
20.3% Municipal Bonds:
27.3% Cash:
16.7% Corporate - Investment Grade:
11.0% Equity - Exchange:
5.1% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $285,340,368 | 19.6% |
| U.S. Government/Agency | $295,531,096 | 20.3% |
| Municipal Bonds | $397,438,370 | 27.3% |
| Cash | $243,121,640 | 16.7% |
| Corporate - Investment Grade | $160,140,003 | 11.0% |
| Equity - Exchange | $74,246,728 | 5.1% |
| Total | $1,455,818,205 | 100.0% |