AMADEUS WEALTH ALTERNATIVES, INC.

Overview

Amadeus Wealth Alternatives, Inc. is an independent registered investment adviser formed in 2014 that positions itself as a capital allocator for high-net-worth individuals and families. The firm combines fee-based portfolio management and financial planning with third-party manager selection, indicating a mix of in-house strategy construction and outsourced specialist access. Fee arrangements include percentage-of-AUM and fixed-fee engagements, and the adviser does not identify as an active ESG investor. Investment activity shows a clear tilt toward pooled public vehicles—mutual funds and public funds—while maintaining access to a broad slate of alternative strategies. The firm operates as a single-state adviser and structures client relationships predominantly on a discretionary basis, suggesting that portfolio implementation and rebalancing are handled with delegated authority for most clients.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices