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President & Chief Compliance Officer · Eudaimonia Wealth

Brett Koeppel

CRD 5967372 · Named on Form ADV at one SEC-registered adviser

At a glance

Eudaimonia Wealth, an SEC-registered wealth manager based in Buffalo, NY with $36 million in regulatory assets, lists Brett Koeppel on its Form ADV as President & Chief Compliance Officer, a control person.

Firms and roles

  • Eudaimonia WealthPresident & Chief Compliance OfficerWealth manager · Buffalo, NY · $36M in regulatory assets

AtlasMembers

Brett’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Brett’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.