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WISS PRIVATE CLIENT ADVISORS, LLC

dba WISS PRIVATE CLIENT ADVISORS, LLC · CRD 286319 · Registered Investment Adviser

WISS PRIVATE CLIENT ADVISORS, LLC is a Registered Investment Adviser headquartered in FLORHAM PARK, NJ. The firm reports $1,215,546,286 in regulatory assets under management across 753 accounts. It reports no Form ADV Item 11 disciplinary disclosures.

Regulatory assets under management

Discretionary$1,198,545,583
Non-discretionary$17,000,703
Total RAUM$1,215,546,286
Accounts753

Disciplinary history (Form ADV Item 11)

This adviser reports no Form ADV Item 11 disciplinary events.

About this data

Form ADV is the uniform registration form every investment adviser files with the U.S. Securities and Exchange Commission (and state regulators). Part 1A captures the firm's identity, assets under management, client base, custody arrangements, and disciplinary disclosures. This page mirrors the SEC's monthly firm-roster export with citations to the Investment Adviser Public Disclosure (IAPD) system, where the full brochure (Part 2) and disciplinary detail are available.

References

  1. U.S. Securities and Exchange Commission. Investment Adviser Public Disclosure — CRD 286319. adviserinfo.sec.gov/firm/summary/286319.
  2. SEC Form ADV firm roster (FOIA monthly export). sec.gov Form ADV data.

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