Eudaimon Wealth Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Eudaimon Wealth Management provides ongoing portfolio management and investment advisory services to individual and high‑net‑worth clients, preparing an Investment Policy Statement for each client and offering both discretionary and non‑discretionary management. The firm tailors plans to client goals and documents risk tolerance, permits client‑imposed investment restrictions, and delivers quarterly reporting through the custodian.
The adviser combines modern portfolio theory with quantitative analysis and uses a broad investment set that includes mutual funds, equities, ETFs (including commodity and precious‑metals ETFs), REITs, TIPS, and non‑U.S. securities. Its stated strategies include both long‑ and short‑term trading and active techniques such as margin, short sales, and options trading (including uncovered options), with monthly reviews of client accounts.
Noteworthy for a small advisory practice, the firm manages roughly $18 million across about 14 client accounts and administers most assets on a discretionary basis without outsourcing to third‑party managers. It participates in an institutional custodian program and discloses receipt of research, services, and other economic benefits from the custodian (a potential conflict), and the brochure reports no disciplinary history or other industry registrations.
Client services
Expertise
Fee options
$0 - $2,000,000: 1.00% $2,000,001 - $4,000,000: 0.80% $4,000,001 - and up: 0.70%
Main office
Mt. Crested Butte CO
Advisors at this office
1
Most active in
California · Colorado
Also doing business as
Daniels, Steven, Richard · Eudaimon Wealth Management
Disclosures
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Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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