Fee-only adviser · Hackensack, NJ

Amadeus Wealth Alternatives, Inc.

Amadeus Wealth Alternatives, Inc. is a fee-only investment adviser registered with the securities regulators of New Jersey, New York, with its main office in Hackensack, New Jersey. On its latest Form ADV, filed June 18, 2026, it reports $102M in regulatory assets under management, 31 individual clients and 1 employee who gives investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.

Key facts from Form ADV

RegistrationState-registered: New Jersey, New York
Firm CRD number170408 · SEC file 801-79213
OfficeContinental Plaza, 411 Hackensack Ave. Ste. 200
Hackensack, NJ 07601
Phone(212) 697-3930
Websitewww.amadeuswealth.com
Regulatory assets under management$102M ($37M discretionary)
Individual clients13 non-high-net-worth, 18 high-net-worth
Financial planning clients0
How it chargesPercentage of assets, Fixed fee
ServicesFinancial planning, Portfolio management, Selection of other advisers
Employees1
Disciplinary disclosuresNone reported
Latest Form ADV filingJune 18, 2026

Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.

What this means for you

  • It offers hourly or fixed-fee arrangements, so you may be able to pay for a plan without handing over your investments.
  • It also charges a percentage of assets managed for ongoing investment management.
  • Most of its individual clients are high-net-worth, which on Form ADV means they meet the SEC’s qualified-client or qualified-purchaser test: broadly, more than $1 million managed by the adviser or a net worth above $2 million, with the thresholds indexed for inflation.
  • It provides financial planning services, not only portfolio management.
  • It reports no disciplinary history on Form ADV.

Before you hire any adviser

Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.

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