$35.8M Total AUM
$35.8M Disc. AUM
-- 3Y CAGR
1 Employees
39 ADV. Clients
4 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 08-26-2021
- Office Locations
- 1
Office Locations
1207 Delaware Avenue Suite 110 Buffalo NY
About Eudaimonia Wealth
Eudaimonia Wealth is a Buffalo, NY fee-only, fiduciary RIA providing ongoing retirement-focused financial planning and investment strategy for local families at or nearing retirement, with emphasis on tax-efficient income replacement and portfolio design to support cash-flow needs and long-term goals. Independent and commission-free, it does not take custody of client assets and uses Charles Schwab as its primary custodian.
Team overview
34 AVG AGE
$35.8M AVG AUM / ADVISOR
$916.7K AVG AUM / CLIENT
4.9 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
4yrs Firm Age
Insights
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Asset Classes
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CRM
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Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
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Technology
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Owner & Executives
BRETT KOEPPEL
Chief Compliance Officer, Founder, President
- CRD
- #5967372
- Ownership
- 75% or more
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $35,751,491 | $308,203 |
| Non-Discretionary | $0 | -- |
| Total | $35,751,491 | $308,203 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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