Eudaimonia Partners, LLC

Eudaimonia Partners, LLC (CRD# 283884) is a financial advisory firm headquartered in Winchester, TN. They manage $784,583,085 in 3,036 accounts and serve the financial needs of clients across 23 states (or territories).

Current Firm Details
1791 Bypass Rd., Winchester, TN 37398
https://www.glenwoodfinancialpartners.com/
By the Numbers
  • Total Assets Under Management
    785
    MILLION
  • Total Number of Accounts
    3,036
    ACCOUNTS
  • Average Account Value
    $258,427
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AL, CA, CO, CT, FL, GA, IL, IN, KY, LA, MI, NC, NE, NH, NJ, NY, OH, OK, PA, SC, TN, TX, VA

Financial Advisors at Eudaimonia Partners, LLC
Showing 11 - 14 of 14 top financial advisors.
11
John Shao, financial advisor Winchester TN
John Shao
CRD#: 3020236
1791 Bypass Rd., Winchester, TN 37398

John Shao (CRD# 3020236) is an Investment Advisor Representative working at Eudaimonia Partners, LLC in Winchester, TN and has over 26 years of experience in the finance industry.

12
Keith Spelmon, financial advisor Decatur GA
Keith E. Spelmon
CRD#: 2782504
160 Clairmont Avenue, Suite 200, Decatur, GA 30030

Keith Spelmon (CRD# 2782504) is an Investment Advisor Representative working at Eudaimonia Partners, LLC in Decatur, GA and has over 27 years of experience in the finance industry.

13
Gregory Stephens, financial advisor Snellville GA
Gregory L. Stephens
CRD#: 2394057
1350 Scenic Highway, Suite 350, Snellville, GA 30078

Gregory Stephens (CRD# 2394057) is an Investment Advisor Representative working at Eudaimonia Partners, LLC in Snellville, GA and has over 25 years of experience in the finance industry.

14
Seth Waltman, financial advisor Athens GA
Seth L. Waltman
CRD#: 4681412
2470 Daniell's Bridge Road, Building 100, Suite 141, Athens, GA 30606

Seth Waltman (CRD# 4681412) is an Investment Advisor Representative working at Eudaimonia Partners, LLC in Athens, GA and has over 20 years of experience in the finance industry.

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Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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