Amadeus Wealth Alternatives, Inc.

RIASEC RegisteredEst. 2014

Total AUM

$102M

Discretionary

$36.6M

36% of AUM

Avg account

$3.3M

Accounts

Employees

Advisory reps

Firm details

Headquarters: Hackensack, New Jersey
CRD number: 170408
Registered since: February 21, 2014
Website: www.amadeuswealth.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Fixed Fees
Client types: HNWI91.7%
Individuals7.78%
Charitable Organizations0.51%
Services: Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

Amadeus Wealth Alternatives, Inc. is an independent, SEC-registered registered investment adviser organized as a corporation and owner-operated. The firm focuses on individual and family clients and positions itself as a capital allocator, working with external managers alongside in-house advice. Core advisory services are financial planning, portfolio management for individuals and small businesses, and selection of other advisers. Fees are charged as a percentage of assets under management and via fixed-fee arrangements. The firm does not identify as an active ESG investor, is not a multistate adviser, and does not provide pension consulting.