# Eudaimon Wealth Management

> Eudaimon Wealth Management is a state-registered investment advisory firm in Crested Butte, CO, registered since 2020, reporting under $25 million in regulatory assets under management in its Form ADV filing dated May 15, 2026.

- CRD: 307658
- Filed as: EUDAIMON WEALTH MANAGEMENT
- Legal name: Daniels, Steven, Richard
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Crested Butte, CO
- Filing period: October 2026
- Form ADV filing dated: May 15, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/307658
- AdvisorCensus page: https://advisorcensus.com/firm/eudaimon-wealth-management-crested-butte-co-307658

## Quick answers

**How is Eudaimon Wealth Management compensated?**
On its Form ADV (Item 5.E, October 2026), Eudaimon Wealth Management reports these compensation arrangements: a percentage of assets under its management.

**Where is Eudaimon Wealth Management located?**
Eudaimon Wealth Management's principal office is in Crested Butte, CO, according to its Form ADV.

**Is Eudaimon Wealth Management registered with the SEC or a state?**
Eudaimon Wealth Management is a state-registered investment advisory firm, registered since 2020. Status as filed: APPROVED. CRD 307658.

**How much does Eudaimon Wealth Management manage?**
Eudaimon Wealth Management reports $19,000,000 in regulatory assets under management in its Form ADV filing dated May 15, 2026 (100% discretionary).

**What types of clients does Eudaimon Wealth Management serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (14).

**Does Eudaimon Wealth Management report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/307658

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $19,000,000
- Discretionary: $19,000,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 14 | $19,000,000 |
| High net worth individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2020 (6 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, CO
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Eudaimon Wealth Management (CRD 307658): Form ADV filing data as of October 2026.