New Amsterdam Wealth Planning

Overview

New Amsterdam Wealth Planning is an independent, SEC‑registered registered investment adviser organized as a limited liability company and launched in 2020. The firm serves individual and family clients (and small-businesss in an advisory capacity) with a mix of financial planning and portfolio management. Its business model relies on a fee mix of percentage‑of‑AUM and fixed fees rather than commission‑based compensation. Investment activity centers on publicly available pooled funds and discretionary portfolio management. Public mutual funds make up the single largest asset bucket on the platform, but the firm also integrates third‑party alternative strategies — including hedge funds, private credit and real estate — into client allocations. New Amsterdam is not a capital allocator (it does not operate its own alternative funds); instead it places client capital with external managers. It is not positioned as an ESG‑focused advisor and does not hold multi‑state adviser status.

Assets & Accounts

Investments & Alternatives

Location & Offices