FLORHAM PARK, NJCRD 286319Latest ADV March 23, 2026
Wiss Private Client Advisors, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Florham Park, NJ. Its latest Form ADV filing, dated March 23, 2026, reports $1.2B in regulatory assets under management, 12 employees, 1 office, and 753 accounts.
Assets Under Management
$1.2B
Employees
12
Offices
1 office
Total Clients
186
Primary office
FLORHAM PARK, NJ
100 CAMPUS DRIVE, W SUITE 400, FLORHAM PARK, NJ, United States
Portfolio management for individuals and small businesses
Selection of other advisers
Fee models offered
1 types reported
Asset based fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentHNWI represent 69.9% of total clients.
Top client categories% of clientsClients
1
HNWI
69.9%
130
2
Individuals
30.1%
56
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.2Bas of March 23, 2026
Discretionary98.6%
$1.2B
99% of total RAUM98.6%
Non-discretionary1.4%
$17M
1% of total RAUM1.4%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$1.2B
Total Accounts753
10Y AUM Change+$1.1B (+1017.9%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees12
Clients per Employee16:1
10Y Employee Change+8 (+200.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.