# New Amsterdam Wealth Planning

> New Amsterdam Wealth Planning is a state-registered investment advisory firm, registered since 2024, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated January 13, 2026.

- CRD: 309962
- Filed as: NEW AMSTERDAM WEALTH PLANNING
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Filing period: October 2026
- Form ADV filing dated: January 13, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/309962
- AdvisorCensus page: https://advisorcensus.com/firm/new-amsterdam-wealth-planning-309962

## Quick answers

**How is New Amsterdam Wealth Planning compensated?**
On its Form ADV (Item 5.E, October 2026), New Amsterdam Wealth Planning 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.

**Is New Amsterdam Wealth Planning registered with the SEC or a state?**
New Amsterdam Wealth Planning is a state-registered investment advisory firm, registered since 2024. Status as filed: APPROVED. CRD 309962.

**How much does New Amsterdam Wealth Planning manage?**
New Amsterdam Wealth Planning reports $65,810,000 in regulatory assets under management in its Form ADV filing dated January 13, 2026 (84% discretionary).

**How have New Amsterdam Wealth Planning's assets and staff changed since 2021?**
In the Form ADV data for New Amsterdam Wealth Planning: Regulatory assets under management: $34,949,120 in the October 2021 data and $65,810,000 in the October 2026 data, up 88%. 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 New Amsterdam Wealth Planning serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (28); individuals (other than high net worth individuals) (24).

**Does New Amsterdam Wealth Planning report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/309962

## 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: $65,810,000
- Discretionary: $55,234,000
- Non-discretionary: $10,576,000

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 24 | $9,541,000 |
| High net worth individuals | 28 | $56,269,000 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2024 (1 year)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NJ, NY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- LinkedIn @new-amsterdam-wealth-planning

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $34,949,120 | 1 | August 31, 2021 |
| October 2022 | $38,120,000 | 1 | June 28, 2022 |
| October 2023 | $36,468,200 | 1 | January 6, 2023 |
| October 2024 | $44,391,000 | 1 | August 16, 2024 |
| October 2026 | $65,810,000 | 1 | January 13, 2026 |

Regulatory assets under management: $34,949,120 in the October 2021 data and $65,810,000 in the October 2026 data, up 88%.
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. New Amsterdam Wealth Planning (CRD 309962): Form ADV filing data as of October 2026.