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WISS PRIVATE CLIENT ADVISORS, LLC
CRD 286319 · SEC 801-117284
100 CAMPUS DRIVE, W SUITE 400, FLORHAM PARK, NJ, 07932, United States
Phone
973-577-2872
Fax
732-626-6391
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.22B
Discretionary AUM
$1.20B
Team
12 total employees; 9 advisory reps
Clients
0
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-23
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 56 | $23.1M |
| High net worth individuals | 130 | $1.19B |
States served
NJ, NY, TX, FL
All web addresses on file
Official SEC filing: View on IAPD