← Tributary

NEW AMSTERDAM WEALTH PLANNING

· CRD 309962 · IAPD ↗ · 917-647-5698

$44.4MRegulatory AUM
1Advisory reps
1Employees
1Clients
11-25Planning clients
0Private funds
4States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

60
December 2024 — NEW AMSTERDAM WEALTH PLANNING (location n/a) left the SEC roster (was $44.4M RAUM, 1 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation
65
November 2024 — NEW AMSTERDAM WEALTH PLANNING now reports custody of client assets ($44.4M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
42
August 2024 — NEW AMSTERDAM WEALTH PLANNING notice-filed in NJ.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.