NEW AMSTERDAM WEALTH PLANNING
NEW AMSTERDAM WEALTH PLANNING is an SEC-registered investment adviser (CRD 309962). Regulatory assets under management: $65.8M.
Registration
- CRD: 309962
- SEC file number: 801-119239
- Type: Registered investment adviser
- Phone: 917-647-5698
- Latest filing: 2026-01-13
- Regulatory AUM: $65.8M
- Discretionary AUM: $55.2M
- Non-discretionary AUM: $10.6M
- Clients: 1
- Accounts: 145
Business model
Compensation: % of AUM, Fixed.
Clients served: Individuals, High net worth.
Officers, owners & control persons (1)
| Name | Role | Location |
|---|
| LA VALLE III LUKE PAUL | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | — |
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