Amadeus Wealth Alternatives, Inc.

Amadeus Wealth Alternatives provides investment advisory and financial planning services to individuals, high‑net‑worth clients, pension and profit‑sharing plans, and charitable organizations. The firm offers ongoing portfolio management, recommendations and selection of third‑party managers, consultation on private placements and alternative investments, and periodic educational webinars.

The firm documents client objectives in an investment policy statement and manages accounts under both discretionary and non‑discretionary arrangements, tailoring portfolios to clients’ income needs, liquidity preferences, and risk tolerances. Its investment approach emphasizes long‑term buy‑and‑hold allocation while permitting short‑term trading, options, and margin strategies where appropriate, and it typically uses an institutional custodian and third‑party manager relationships for implementation.

Compared with many peers, Amadeus works with charitable organization clients and maintains a notably broad menu of alternative investment capabilities — including private equity and debt, direct co‑investments, aircraft and shipping leasing, litigation finance, opportunity zone and DST consulting — and a relatively large portion of assets managed on a non‑discretionary basis tied to private or third‑party structures. The firm discloses a prior SEC enforcement matter in 2015 related to proxy voting that resulted in a civil settlement, and it notes that its principal is also licensed to sell insurance products, which may generate commission compensation and is identified as a potential conflict of interest.