WISS PRIVATE CLIENT ADVISORS, LLC

100 Campus Drive
W Suite 400
Florham Park, New Jersey 07932
Tel: 973-577-2872

About WISS PRIVATE CLIENT ADVISORS, LLC

WISS PRIVATE CLIENT ADVISORS, LLC, formally registered with the SEC as WISS PRIVATE CLIENT ADVISORS, LLC. The firm was established in 08/30/2019. They have over 2 offices throughout the country.

WISS PRIVATE CLIENT ADVISORS, LLC is a Florham Park, New Jersey based Financial Planning firm with nearly $539,700,078 assets under management, offering retirement planning & investment advisory services to 486 clients. The firm is staffed with 9 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	286319
SEC#	801-117284
Assets Managed by Firm	$539,700,078
No. of Clients	486
No. of Advisors	9

Fee Structure

A percentage of AUM

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	486	$539,700,078
Individuals (other than high net worth individuals)	33	$22,166,782
High net worth individuals	85	$517,533,296

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