← Tributary

EUDAIMONIA WEALTH

BUFFALO, NY · CRD 305431 · IAPD ↗ · eudwealth.com · (716) 362-1182

$35.8MRegulatory AUM
1Advisory reps
1Employees
0Clients
1-10Planning clients
0Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

60
April 2026 — EUDAIMONIA WEALTH reported RAUM up 25% ($28.5M -> $35.8M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
95
March 2025 — EUDAIMONIA WEALTH (BUFFALO, NY) is newly SEC-registered with $28.5M RAUM and 1 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.