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Amadeus Wealth Alternatives, Inc.

Amadeus Wealth Alternatives, Inc.. CRD 170408

A

CRD: 170408

Amadeus Wealth Alternatives, Inc.

Hackensack, NJ, 07601
2126973930
www.amadeuswealth.com
$102.1M Total AUM
$36.6M Disc. AUM
-- 3Y CAGR
1 Employees
31 ADV. Clients
9 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company
Clients
Retail and Institutional
Platforms
--
Established Date
03-10-2017
Office Locations
1

Office Locations

Continental Plaza 411 Hackensack Ave. Suite 200 Hackensack NJ

About Amadeus Wealth Alternatives, Inc.

Amadeus Wealth Alternatives is an independent wealth manager serving high-net-worth individuals, building diversified portfolios across equities, fixed income, and alternatives. The firm emphasizes theme-driven, asymmetric risk/reward ideas and uses non-correlated strategies (including private debt, private equity, and real estate) where appropriate, with tax efficiency and potential tax-deduction solutions integrated into the process. Custody is held with Charles Schwab.

Team overview

69 AVG AGE
$102.1M AVG AUM / ADVISOR
$3.3M AVG AUM / CLIENT
5.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
9yrs Firm Age

Insights

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Asset Classes

Zenith Fusion Signal crest Element Fusion bridge Meridian Element Fusion harbor Horizon pioneer

Client Personas

Legacy bridge

Custodian

Radial

Investment Themes

Eagle Bridge Crest quantum Insight Delta matrix Beacon

Investment Vehicles

Signal Alpha glacier

Platform

Catalyst

Services

Value Peak Harbor Atlas radial Delta vertex Quantum delta Frontier Vital oak

Owner & Executives

EDWARD PAPIER

EDWARD PAPIER

Chief Compliance Officer, Chief Executive Officer, Founder

CRD
#1506182
Ownership
75% or more
(730) 615-3953
ember.vital@momentumcapital.com
in linkedin.com/in/element-delta

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Contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
11-14-2018
10-02-2019
10-09-2020
11-11-2021
06-10-2022
Category Assets AVG. Account size
Discretionary $36,575,324 $1,753,347
Non-Discretionary $65,483,081 $6,603,468
Total $102,058,405 $2,619,440

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Separately Managed Accounts

Total SMA Asset: $102,058,405

$102.1M Total SMA
Public Funds:
14.7%
Other:
11.7%
Cash:
12.8%
Equity - Exchange:
12.6%
Corporate - Investment Grade:
11.2%
Equity - OTC:
19.7%
Municipal Bonds:
17.3%
Asset class Assets Assets %
Public Funds $870,383,981 14.7%
Other $692,754,597 11.7%
Cash $757,885,371 12.8%
Equity - Exchange $746,043,412 12.6%
Corporate - Investment Grade $663,149,700 11.2%
Equity - OTC $1,166,432,954 19.7%
Municipal Bonds $1,024,329,448 17.3%
Total $5,920,979,463 100.0%

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