Amadeus Wealth Alternatives, Inc.

RIAState Registered
Total AUM
$102M
Discretionary
$36.6M
36% of AUM
Avg account
$3.3M
Accounts
31
Employees
1
Advisory reps
1

Firm details

Headquarters
Hackensack, New Jersey
CRD number
170408
Registered since
February 21, 2014
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, 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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 46%, Other 45%, Cash & Cash Equivalents 4%, Exchange Traded Equities 2%, Non-Exchange Traded Equities 1%, State & Local Bonds 1%, Investment Grade Corp Bonds 1%46%
  • Public Funds/Mutual Funds46%
  • Other45%
  • Cash & Cash Equivalents4%
  • Exchange Traded Equities2%
  • Non-Exchange Traded Equities1%

Owners & executives

1 of 1
  • Edward Papier

    Edward Papier

    CEO and FounderCRD 1506182

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth