Amadeus Wealth Alternatives, Inc.
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
FINTRXOverview
Amadeus Wealth Alternatives, Inc. is an independent, privately owned registered advisory corporation that serves individual and family clients. The firm positions itself as a capital allocator that combines financial planning and portfolio management for individuals and small businesses with the selection of external advisers and managers. Its fee arrangements include both percentage-of-AUM billing and fixed fees. The adviser is registered to operate in New Jersey and New York. Advisory services listed include comprehensive financial planning, discretionary and non-discretionary portfolio management for individuals and small businesses, and manager selection—indicating a mix of direct client advisory work and outsourced manager relationships. The firm does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds46%
- Other45%
- Cash & Cash Equivalents4%
- Exchange Traded Equities2%
- Non-Exchange Traded Equities1%
Owners & executives
1 of 1
Edward Papier
CEO and FounderCRD 1506182
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Hackensack, NJ
Bergen
Location
Hackensack, NJ
Headquartered in Hackensack, NJ, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- Bergen
- Address
- 411 Hackensack Ave
- Time zone
- ET (UTC-5)
- Office locations
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