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| WISS Private Client Advisors LLC
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|---|---|
| CRD # | 286319 |
| SEC # | 801-117284 |
| CIK # | 0002057212 |
| AUM | 1,215.5 M (2026-03-23) |
| Employees | 12 (75% 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) | |
|---|---|---|---|
| Caterpillar Inc | 0.0 | ||
| Union Pacific Corp | 0.0 | ||
| AT&T Inc | 0.0 | ||
| GS Acquisition Holdings Corp | 0.0 | ||
| McKesson Corp | 0.0 | ||
| GE Vernova Inc | 0.0 | ||
| Ace Ltd | 0.0 | ||
| Schwab Charles Corp | 0.0 | ||
| Oracle Corp | 0.0 | ||
| Hilton Worldwide Holdings 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) | 56 | 23.1 |
| (b) Individuals (high net worth individuals) | 130 | 1,192.5 |
| (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 | 753 | 1,215.5 |
| By Discretionary | ||
| Discretionary | 731 | 1,198.5 |
| Non-Discretionary | 22 | 17.0 |
| Total | 753 | 1,215.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,215.5 | |
| Total | 753 | 1,215.5 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-NT | [0002057212] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
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