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EUDAIMON WEALTH MANAGEMENT

DANIELS, STEVEN, RICHARD

CRD 307658

Advisory firmSole prop

Independent or team-based registered investment adviser — LLC, partnership, or sole proprietorship.

United States

Registration

— (—)

Source

State registered

Total AUM

$19.0M

Discretionary AUM

$19.0M

Team

1 total employees; 1 advisory reps

Clients

—

Fees

Percentage of AUM

Org form

Sole Proprietorship

Filing date

2026-05-15

Disciplinary history

No

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Services

Portfolio management (individuals)

Client types

TypeClientsAUM
Individuals14$19.0M

Official SEC filing: View on IAPD