# Amadeus Wealth Alternatives, Inc.

> Amadeus Wealth Alternatives, Inc. is a state-registered investment advisory firm in Hackensack, NJ, registered since 2022, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated June 18, 2026.

- CRD: 170408
- Filed as: AMADEUS WEALTH ALTERNATIVES, INC.
- Also doing business as: AMADEUS WEALTH ADVISORS
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Hackensack, NJ
- Filing period: October 2026
- Form ADV filing dated: June 18, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/170408
- AdvisorCensus page: https://advisorcensus.com/firm/amadeus-wealth-alternatives-inc-hackensack-nj-170408

## Quick answers

**How is Amadeus Wealth Alternatives, Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Amadeus Wealth Alternatives, Inc. reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Amadeus Wealth Alternatives, Inc. located?**
Amadeus Wealth Alternatives, Inc.'s principal office is in Hackensack, NJ, according to its Form ADV.

**Is Amadeus Wealth Alternatives, Inc. registered with the SEC or a state?**
Amadeus Wealth Alternatives, Inc. is a state-registered investment advisory firm, registered since 2022. Status as filed: APPROVED. CRD 170408.

**How much does Amadeus Wealth Alternatives, Inc. manage?**
Amadeus Wealth Alternatives, Inc. reports $102,058,405 in regulatory assets under management in its Form ADV filing dated June 18, 2026 (36% discretionary).

**How have Amadeus Wealth Alternatives, Inc.'s assets and staff changed since 2021?**
In the Form ADV data for Amadeus Wealth Alternatives, Inc.: Regulatory assets under management: $67,076,193 in the October 2021 data and $102,058,405 in the October 2026 data, up 52%. Total employees: 1 in October 2021 and 1 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Amadeus Wealth Alternatives, Inc. serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (18); individuals (other than high net worth individuals) (13).

**Does Amadeus Wealth Alternatives, Inc. report any disciplinary disclosures?**
Reports 4 disclosure items on Form ADV Item 11: yes answers to 11.C(1) (SEC or CFTC finding of a false statement or omission), 11.C(2) (SEC or CFTC finding of a violation), 11.C(4) (SEC or CFTC order), and 11.C(5) (SEC or CFTC civil money penalty or cease-and-desist order). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/170408

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $102,058,405
- Discretionary: $36,575,324
- Non-discretionary: $65,483,081

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 13 | $7,944,520 |
| High net worth individuals | 18 | $93,590,401 |
| Charitable organizations | Fewer than 5 | $523,484 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2022 (4 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NJ, NY
- Disclosures (Item 11): Reports 4 disclosure items on Form ADV Item 11.

### Item 11 questions answered yes
- 11.C(1): Has the SEC or the CFTC ever found that the firm or an advisory affiliate made a false statement or omission?
- 11.C(2): Has the SEC or the CFTC ever found that the firm or an advisory affiliate was involved in a violation of SEC or CFTC regulations or statutes?
- 11.C(4): Has the SEC or the CFTC ever entered an order against the firm or an advisory affiliate in connection with investment-related activity?
- 11.C(5): Has the SEC or the CFTC ever imposed a civil money penalty on the firm or an advisory affiliate, or ordered the firm or an advisory affiliate to cease and desist from an activity?

Each question covers the firm and its advisory affiliates: its current employees other than clerical staff, its officers, partners, and directors, and anyone who controls the firm or is controlled by it. One event can produce yes answers to several questions. SEC-registered advisers and exempt reporting advisers may leave out events more than ten years old, and may answer 11.A(2) and 11.B(2) for pending charges only. The detail of each yes answer is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/170408

### Websites listed on Form ADV (Item 1.I)
- amadeuswealth.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $67,076,193 | 1 | May 25, 2021 |
| October 2026 | $102,058,405 | 1 | June 18, 2026 |

Regulatory assets under management: $67,076,193 in the October 2021 data and $102,058,405 in the October 2026 data, up 52%.
Total employees: 1 in October 2021 and 1 in October 2026.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Amadeus Wealth Alternatives, Inc. (CRD 170408): Form ADV filing data as of October 2026.
