Eudaimonia Wealth

Eudaimonia Wealth (CRD# 305431) is a financial advisory firm headquartered in Buffalo, NY. They manage $21,098,828 in 68 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
1207 Delaware Avenue, Suite 110, Buffalo, NY 14209
http://www.twitter.com/eudwealth
By the Numbers
  • Total Assets Under Management
    21
    MILLION
  • Total Number of Accounts
    68
    ACCOUNTS
  • Average Account Value
    $310,277
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
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

NY

Financial Advisors at Eudaimonia Wealth
Showing 1 - 1 of 1 top financial advisors.
1
Brett Koeppel, financial advisor Buffalo NY
Brett Koeppel
CRD#: 5967372
1207 Delaware Avenue, Suite 110, Buffalo, NY 14209

Brett Koeppel (CRD# 5967372) is an Investment Advisor Representative working at Eudaimonia Wealth in Buffalo, NY and has over 12 years of experience in the finance industry.

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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