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| Happy Holidays!! thanks for using AUM13F!! |
| WISS Private Client Advisors LLC
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| CRD # | 286319 |
| SEC # | 801-117284 |
| CIK # | 0002057212 |
| AUM | $809.7 M (2025-03-25) |
| Employees | 12 (50% Investors, 0% Brokers) |
| Phone | 973-577-2872 |
| Address | 100 Campus Drive Florham Park, NJ 07932 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Instagram] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Neogenomics Inc | 0.0 | ||
| Revolve Group Inc | 0.0 | ||
| SAIA Inc | 0.0 | ||
| Johnson & Johnson | 0.0 | ||
| Oxford Industries Inc | 0.0 | ||
| FleetCor Technologies Inc | 0.0 | ||
| VISA Inc | 0.0 | ||
| Procter & Gamble Co | 0.0 | ||
| Exxon Mobil Corp | 0.0 | ||
| Netflix Inc | 0.0 | ||
| View All | |||
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 44 | 13.8 |
| (b) Individuals (high net worth individuals) | 94 | 795.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 545 | 809.7 |
| By Discretionary | ||
| Discretionary | 526 | 796.2 |
| Non-Discretionary | 19 | 13.5 |
| Total | 545 | 809.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 809.7 | |
| Total | 545 | 809.7 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-NT | [0002057212] |
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|---|---|---|
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Addison Capital LLC
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Investment Partners Ltd
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Strategic Point Investment Advisors LLC
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