# Wiss Private Client Advisors, LLC

> Wiss Private Client Advisors, LLC is an SEC-registered investment advisory firm in Florham Park, NJ, registered since 2019, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated March 23, 2026.

- CRD: 286319
- Filed as: WISS PRIVATE CLIENT ADVISORS, LLC
- Also doing business as: WISS FAMILY OFFICE
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Florham Park, NJ
- Filing period: October 2026
- Form ADV filing dated: March 23, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/286319
- AdvisorCensus page: https://advisorcensus.com/firm/wiss-private-client-advisors-llc-florham-park-nj-286319

## Quick answers

**How is Wiss Private Client Advisors, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Wiss Private Client Advisors, LLC reports these compensation arrangements: a percentage of assets under its management.

**Where is Wiss Private Client Advisors, LLC located?**
Wiss Private Client Advisors, LLC's principal office is in Florham Park, NJ, according to its Form ADV; the April 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is Wiss Private Client Advisors, LLC registered with the SEC or a state?**
Wiss Private Client Advisors, LLC is an SEC-registered investment advisory firm, registered since 2019. Status as filed: Approved. CRD 286319.

**How much does Wiss Private Client Advisors, LLC manage?**
Wiss Private Client Advisors, LLC reports $1,215,546,286 in regulatory assets under management in its Form ADV filing dated March 23, 2026 (99% discretionary).

**How have Wiss Private Client Advisors, LLC's assets and staff changed since 2021?**
In the Form ADV data for Wiss Private Client Advisors, LLC: Regulatory assets under management: $140,642,321 in the October 2021 data and $1,215,546,286 in the October 2026 data, up 764%. Total employees: 5 in October 2021 and 12 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Wiss Private Client Advisors, LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (130); individuals (other than high net worth individuals) (56).

**Which custodians does Wiss Private Client Advisors, LLC use?**
Wiss Private Client Advisors, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Fidelity Brokerage Services LLC as a custodian holding 10% or more of its separately managed account assets.

**Does Wiss Private Client Advisors, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/286319

**Does Wiss Private Client Advisors, LLC state an account minimum?**
Its Form ADV Part 2A brochure dated March 23, 2026 says: "As a condition for starting and maintaining an investment management relationship, Wiss Private Client Advisors, LLC imposes a minimum portfolio value of $1,000,000." "Wiss Private Client Advisors, LLC may, in its sole discretion, accept clients with smaller portfolios based upon certain criteria, including anticipated future earning capacity, anticipated future additional assets, dollar amount of assets to be managed, related accounts, account composition, pre-existing client, account retention, and pro bono activities."

**What changed in Wiss Private Client Advisors, LLC's recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 6 to 9. Regulatory assets under management went from $809,666,561 to $1,215,546,286 (+50%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Fees and minimums (Form ADV Part 2A brochure dated March 23, 2026)

- Account minimum: $1,000,000 (the brochure says it may be waived or negotiated)

> As a condition for starting and maintaining an investment management relationship, Wiss Private Client Advisors, LLC imposes a minimum portfolio value of $1,000,000.

> Wiss Private Client Advisors, LLC may, in its sole discretion, accept clients with smaller portfolios based upon certain criteria, including anticipated future earning capacity, anticipated future additional assets, dollar amount of assets to be managed, related accounts, account composition, pre-existing client, account retention, and pro bono activities.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Fidelity Brokerage Services LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $1,215,546,286
- Discretionary: $1,198,545,583
- Non-discretionary: $17,000,703

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 56 | $23,088,647 |
| High net worth individuals | 130 | $1,192,457,639 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2019 (7 years)
- Employees: 12 total, 9 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, NJ, NY, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the April 2026 filing
- New York, NY

### Websites listed on Form ADV (Item 1.I)
- wiss.com/services/wealth-management-family-office
- Instagram @wissllp

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $140,642,321 | 5 | March 17, 2021 |
| October 2022 | $386,458,953 | 6 | March 31, 2022 |
| October 2023 | $246,820,019 | 9 | June 9, 2023 |
| October 2024 | $539,700,078 | 9 | March 14, 2024 |
| October 2025 | $809,666,561 | 12 | March 25, 2025 |
| October 2026 | $1,215,546,286 | 12 | March 23, 2026 |

Regulatory assets under management: $140,642,321 in the October 2021 data and $1,215,546,286 in the October 2026 data, up 764%.
Total employees: 5 in October 2021 and 12 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 6 to 9.
- Regulatory assets under management went from $809,666,561 to $1,215,546,286 (+50%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Wiss Private Client Advisors, LLC (CRD 286319): Form ADV filing data as of October 2026.