EUDAIMONIA Wealth
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Eudaimonia Wealth manages roughly $28.5 million for about 33 individual clients and offers discretionary investment management together with financial planning services. The firm provides tailored portfolios held at qualified custodians and ongoing advice to support clients’ investment and financial-planning objectives.
The firm emphasizes a primarily passive, buy-and-hold investment approach built around Modern Portfolio Theory, while also using fundamental and cyclical analysis to inform portfolio construction and monthly rebalancing. Financial planning is offered in three formats — ongoing subscription, project-based, and hourly — and deliverables take the form of written or electronic plans while investment management is conducted on a discretionary basis.
Notably, the firm’s advertising materials include third‑party ratings and client testimonials, a practice that is uncommon among similar independent advisers and is reflected on its public-facing materials. Operationally, the brochure discloses a preference for a specific qualified custodian (Charles Schwab) and states the firm will not manage discretionary accounts for clients who decline that custodian; it also does not vote client proxies or provide separate written account review reports, which may differ from many peers.
Client services
Expertise
Fee options
Project-Based Financial Planning Services fixed fee typically $500 to $10,000
$0 - $1,000,000: 1.20% $1,000,001 - $2,000,000: 0.95% $2,000,001 - $5,000,000: 0.70% $5,000,001 - $10,000,000: 0.30% $10,000,001+: Negotiable
$300 per hour for Hourly Financial Planning Services
Ongoing Financial Planning Services monthly fee $150 to $500 per month
Minimum fee: $10,000 minimum annual fee for Investment Management Services Fee-only: Ongoing Financial Planning: upfront $500–$5,000 plus $150–$500/month; Project-Based Financial Planning: $500–$10,000 fixed fee; Hourly Financial Planning: $300/hour
Main office
1207 Delaware Avenue, Suite 110
Buffalo NY 14209
Advisors at this office
1
Most active in
New York
Also doing business as
Eudaimonia Wealth · Eudaimonia Wealth LLC · Eudaimonia Wealth, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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.
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