E
Eudaimon Wealth Management
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$18,000,000
Clients
14
0% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
14
LowAverage account size
$1,285,714
About
Eudaimon Wealth Management provides ongoing portfolio management and investment advisory services to individual and high‑net‑worth clients, preparing an Investment Policy Statement for each client and offering both discretionary and non‑discretionary management. The firm tailors plans to client goals and documents risk tolerance, permits client‑imposed investment restrictions, and delivers quarterly reporting through the custodian.
The adviser combines modern portfolio theory with quantitative analysis and uses a broad investment set that includes mutual funds, equities, ETFs (including commodity and precious‑metals ETFs), REITs, TIPS, and non‑U.S. securities. Its stated strategies include both long‑ and short‑term trading and active techniques such as margin, short sales, and options trading (including uncovered options), with monthly reviews of client accounts.
Noteworthy for a small advisory practice, the firm manages roughly $18 million across about 14 client accounts and administers most assets on a discretionary basis without outsourcing to third‑party managers. It participates in an institutional custodian program and discloses receipt of research, services, and other economic benefits from the custodian (a potential conflict), and the brochure reports no disciplinary history or other industry registrations.
Client services
Portfolio management
Expertise
Options & derivatives strategies
Fee options
$0 - $2,000,000: 1.00% $2,000,001 - $4,000,000: 0.80% $4,000,001 - and up: 0.70%
Main office location
Eudaimon Wealth Management
Mt. Crested Butte CO, United States
Number of offices
1
Most active in
Eudaimon Wealth Management has reported serving >5 clients in these states in the last 12 months.
California · Colorado
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
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.
Forms ADV
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