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Wiss Private Client Advisors, LLC

● SEC registered since 2019CRD 286319SEC# 801-117284Florham Park, NJ
Export (members)
Reg. AUM
$809.7M
Employees
12
Accounts
545
Location
Florham Park, NJ

Wiss Private Client Advisors, LLC assets under management

Wiss Private Client Advisors, LLC is a registered investment adviser overseen by the SEC based in Florham Park, NJ. The firm has been registered since 2019. It reports $809.7 million in regulatory assets under management and employs 12 people.
wiss.com/services/wealth-management-family-officeView on SEC.gov ↗

Wiss Private Client Advisors, LLC owners & executives

2 reported
NameTitleOwnershipSince
Stephanie Florence Lise Hughes ControlMember/Chief Executive Officer/Chief Compliance Officer25-50%2018
Wiss & Company, LLP ControlManaging Member50-75%2016

Frequently asked questions

How much does Wiss Private Client Advisors, LLC manage?

Wiss Private Client Advisors, LLC reports $809.7 million in regulatory assets under management on its Form ADV.

How many employees does Wiss Private Client Advisors, LLC have?

Wiss Private Client Advisors, LLC reports 12 employees.

Where is Wiss Private Client Advisors, LLC located?

Wiss Private Client Advisors, LLC is based in Florham Park, NJ and has been SEC-registered since 2019.

Does Wiss Private Client Advisors, LLC disclose fund performance?

Wiss Private Client Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address100 Campus Drive, W Suite 400, Florham Park, NJ 07932
Phone973-577-2872
Fax732-626-6391
Office hours9:00a.m. - 5:00p.m.
SEC regionNew York Regional Office (NYRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$796.2M
Non-discretionary$13.5M
Total (RAUM)$809.7M