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WISS PRIVATE CLIENT ADVISORS, LLC

FLORHAM PARK, NJ · CRD 286319 · IAPD ↗ · wiss.com · 973-577-2872

$1.22BRegulatory AUM
9Advisory reps
12Employees
0Clients
0Planning clients
0Private funds
4States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

73
April 2026 — WISS PRIVATE CLIENT ADVISORS, LLC grew from 6 to 9 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
85
April 2026 — WISS PRIVATE CLIENT ADVISORS, LLC crossed $1B in regulatory AUM ($809.7M -> $1.22B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
53
April 2025 — WISS PRIVATE CLIENT ADVISORS, LLC shrank from 8 to 6 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
68
April 2025 — WISS PRIVATE CLIENT ADVISORS, LLC reported RAUM up 50% ($539.7M -> $809.7M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
70
April 2024 — WISS PRIVATE CLIENT ADVISORS, LLC crossed $500M in regulatory AUM ($246.8M -> $539.7M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.