Wiss Private Client Advisors, LLC
● SEC registered since 2019CRD 286319SEC# 801-117284Florham Park, NJ
Reg. AUM
$1.22B
Employees
12
Accounts
753
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 $1.2 billion in regulatory assets under management and employs 12 people.
Wiss Private Client Advisors, LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Ann Freeman Keitner | Chief Compliance Officer | Under 5% | 2025 |
| Stephanie Florence Lise Hughes Control | Member/Chief Executive Officer | 25-50% | 2018 |
| Wiss & Company, LLP Control | Managing Member | 50-75% | 2016 |
Frequently asked questions
How much does Wiss Private Client Advisors, LLC manage?
Wiss Private Client Advisors, LLC reports $1.2 billion 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
| Address | 100 Campus Drive, W Suite 400, Florham Park, NJ 07932 |
| Phone | 973-577-2872 |
| Fax | 732-626-6391 |
| Office hours | 9:00a.m. - 5:00p.m. |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$1.22B▲ 50%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 30%
Larger than 70% of 16,271 advisers
EmployeesTop 35%
More than 65% of 16,825 advisers
Assets under management
$1.22Bregulatory AUM
Discretionary $1.2BNon-discretionary $17M