# NEW AMSTERDAM WEALTH PLANNING

NEW AMSTERDAM WEALTH PLANNING is an SEC-registered investment adviser.

## Registration

- CRD: 309962
- Type: SEC-registered investment adviser
- SEC file number: 801-119239
- 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 | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/309962/brochure
- Similar advisers: https://search.stillhousedata.com/firm/309962/similar
- Related entities: https://search.stillhousedata.com/firm/309962/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/309962

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.