{
  "crd_number": 305431,
  "slug": "eudaimonia-wealth-buffalo-ny-305431",
  "primary_business_name": "EUDAIMONIA WEALTH",
  "legal_name": "EUDAIMONIA WEALTH LLC",
  "dbas": [],
  "city": "Buffalo",
  "state": "NY",
  "country": "United States",
  "cbsa_code": "15380",
  "metro": {
    "cbsa_code": "15380",
    "common_name": "Buffalo",
    "msa_name": "Buffalo-Cheektowaga, NY",
    "path": "/advisors/ny/buffalo"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2025-03-04",
  "years_registered": 1,
  "period": "2026-10-01",
  "filing_date": "2026-03-02",
  "carried_forward": false,
  "raum_total": 35751491.0,
  "raum_discretionary": 35751491.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "25m_100m",
  "raum_band_label": "$25 million to $100 million",
  "total_employees": 1,
  "advisory_employees": 1,
  "client_count_bucket": null,
  "clients_by_type": {
    "individuals": {
      "raum": 14698727.0,
      "count": 29
    },
    "high_net_worth_individuals": {
      "raum": 21052764.0,
      "count": 10
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "other",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "NY"
  ],
  "websites": [
    "https://eudwealth.com",
    "https://facebook.com/eudwealth",
    "https://linkedin.com/company/eudwealth",
    "https://wealthtender.com/financial-advisors/brett-koeppel-cfp",
    "https://x.com/eudwealth"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/305431",
  "city_as_filed": "BUFFALO",
  "url": "https://advisorcensus.com/firm/eudaimonia-wealth-buffalo-ny-305431",
  "display_name": "Eudaimonia Wealth",
  "summary": "Eudaimonia Wealth is an SEC-registered investment advisory firm in Buffalo, NY, registered since 2025, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 2, 2026.",
  "citation": "AdvisorCensus. Eudaimonia Wealth (CRD 305431): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)",
    "Other"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses"
  ],
  "quick_answers": [
    {
      "q": "How is Eudaimonia Wealth compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Eudaimonia Wealth reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees); other."
    },
    {
      "q": "Where is Eudaimonia Wealth located?",
      "a": "Eudaimonia Wealth's principal office is in Buffalo, NY, according to its Form ADV."
    },
    {
      "q": "Is Eudaimonia Wealth registered with the SEC or a state?",
      "a": "Eudaimonia Wealth is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 305431."
    },
    {
      "q": "How much does Eudaimonia Wealth manage?",
      "a": "Eudaimonia Wealth reports $35,751,491 in regulatory assets under management in its Form ADV filing dated March 2, 2026 (100% discretionary)."
    },
    {
      "q": "How have Eudaimonia Wealth's assets and staff changed since 2025?",
      "a": "In the Form ADV data for Eudaimonia Wealth: Regulatory assets under management: $28,495,756 in the October 2025 data and $35,751,491 in the October 2026 data, up 25%. Total employees: 1 in October 2025 and 1 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Eudaimonia Wealth serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (29); high net worth individuals (10)."
    },
    {
      "q": "Which custodians does Eudaimonia Wealth use?",
      "a": "Eudaimonia Wealth's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Eudaimonia Wealth report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/305431"
    },
    {
      "q": "What changed in Eudaimonia Wealth's recent Form ADV filings?",
      "a": "In the April 2026 filing data: Regulatory assets under management went from $28,495,756 to $35,751,491 (+25%)."
    }
  ],
  "filing_history": [
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 28495756.0,
      "total_employees": 1,
      "filing_date": "2025-01-31"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 35751491.0,
      "total_employees": 1,
      "filing_date": "2026-03-02"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Regulatory assets under management went from $28,495,756 to $35,751,491 (+25%)."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/eudaimonia-wealth-buffalo-ny-305431.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 29,
      "fewer_than_5": false,
      "raum": 14698727.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 10,
      "fewer_than_5": false,
      "raum": 21052764.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/305431",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}