# New Amsterdam Wealth Planning

New Amsterdam Wealth Planning is a Bank / Wealth / Trust based in Long Branch, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Long Branch, United States
- **Region:** North America
- **Address:** Long Branch, NJ, United States
- **Founded:** 2020
- **Assets under management:** Undisclosed
- **Website:** newamsterdamwealthplanning.com
- **LinkedIn:** https://www.linkedin.com/company/new-amsterdam-wealth-planning

## Regulatory record

- **CRD number:** 309962
- **SEC file number:** 801-119239
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/309962

## About

New Amsterdam Wealth Planning is an SEC-registered investment adviser with $66 million in regulatory assets under management. The firm manages $55 million on a discretionary basis. It has 1 employee and 1 investment adviser.

## Questions

### What is the firm's geographic focus?

The firm is headquartered in Long Branch, New Jersey, and its client base is concentrated in the Monmouth County coastal corridor. Relationships also extend into northern New Jersey and parts of Staten Island. The practice is built around local business owners, professionals, and pre-liquidity entrepreneurs who live and operate in the New York metro periphery rather than in Manhattan proper.

### How does the firm handle concentrated single-stock positions?

The firm overlays concentrated equity positions with options-based hedging strategies—relevant for clients who accumulated significant single-stock exposure through long-tenure corporate employment, often at New Jersey-based public companies or pre-IPO employers in the region. This hedging serves to manage downside risk during blackout periods or pre-sale windows.

### Is there a tax-specific reason the firm operates from New Jersey rather than a lower-tax jurisdiction?

The firm's structure is shaped by client demand, not cost arbitrage. New Jersey residents face some of the highest state income, inheritance, and estate taxes in the country. A local adviser that can model state-level tax impact on muni bond selection, loss-harvesting schedules, and estate-planning triggers provides a retention advantage that a generic national firm operating remotely cannot replicate.

## Related profiles

- [Nevada State Treasurers' Office](https://altss.com/profile/nevada-state-treasurers-office)
- [New Brunswick Public Service Pension Plan](https://altss.com/profile/new-brunswick-public-service-pension-plan)

---

Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/new-amsterdam-wealth-planning

Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology