Wiss Private Client Advisors, LLC

Wiss Private Client Advisors, LLC is an investment adviser registered with the U.S. Securities and Exchange Commission (CRD 286319, SEC file 801-117284), with...

Wiss Private Client Advisors, LLC

Wiss Private Client Advisors, LLC is an investment adviser registered with the U.S. Securities and Exchange Commission (CRD 286319, SEC file 801-117284), with its main office in Florham Park, New Jersey. Its Form ADV filed on 23 March 2026 reports $1.2B in regulatory assets under management across 753 accounts. Source: SEC Investment Adviser Public Disclosure, retrieved 14 October 2026.

Website

wiss.com

General information

Firm type

SEC-Registered Investment Adviser

AUM

$1.2B regulatory AUM (Form ADV, March 2026)

Location

Region

North America

Country

United States

City

Florham Park

Corporate office

Florham Park, NJ, United States

What is Wiss Private Client Advisors, LLC?

Wiss Private Client Advisors, LLC is a sec-registered investment adviser headquartered in Florham Park, United States.

Where is Wiss Private Client Advisors, LLC headquartered?

Wiss Private Client Advisors, LLC is headquartered in Florham Park, United States, in the North America region.

What is Wiss Private Client Advisors, LLC's assets under management?

Wiss Private Client Advisors, LLC reports approximately $1.2B regulatory AUM (Form ADV, March 2026) in assets under management.

What is Wiss Private Client Advisors, LLC's website?

Wiss Private Client Advisors, LLC's public website is wiss.com.

What type of firm is Wiss Private Client Advisors, LLC?

Wiss Private Client Advisors, LLC is classified by Altss as a SEC-Registered Investment Adviser, operating from United States within the North America region.

How does Altss source intelligence on Wiss Private Client Advisors, LLC?

Altss uses documented public records and disclosures, organization submissions, and licensed sources where permitted. Source rights, collection method and factual verification are separate questions; consult the cited source and field-level provenance.

When was Wiss Private Client Advisors, LLC's Altss profile last updated?

Wiss Private Client Advisors, LLC's source record was modified on October 14, 2026. This is not a field-level verification date. Public records carry source-specific dates where available. No population-wide measured refresh cadence or universal verification deadline is established here. Page modified, source captured, fact observed, entity verified and aggregate measured describe different events. Check the date attached to the relevant claim; a missing verification date means unknown. Stored source history does not establish a customer-facing historical-analysis interface.

Profile maintained by Altss. Updated: Oct 14, 2026. To correct this record or make a privacy request, send the page URL and your evidence to privacy@altss.com; corrections are free.