WISS PRIVATE CLIENT ADVISORS, LLC
Firm details
- Headquarters
- FLORHAM PARK, New Jersey
- CRD number
- 286319
- Registered since
- August 30, 2019
- Website
- wiss.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM
- Client types
- HNWI98.1%
- Individuals1.9%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Wiss Private Client Advisors, LLC is an independent, fee-based registered investment advisor that launched in 2019 and operates as an LLC. The firm serves individual and family clients, charging a percentage of assets under management and acting as a capital allocator and selector of third-party managers. Core advisory offerings include financial planning, portfolio management for individuals and small businesses, and manager selection. The firm does not identify as an active ESG investor and is not presented as a multi-state adviser or pension consultant.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities44%
- Public Funds/Mutual Funds32%
- State & Local Bonds20%
- Cash & Cash Equivalents4%
Owners & executives
1 of 1STEPHANIE HUGHES
Chief Executive OfficerCRD 6238388
Contacts
3 of 10Nicholas Hoy
Client Services AssociateCRD 8216039
Raman Bhalla
Director of InvestmentsCRD 5420441
Keyana Touchette
Customer Service SupervisorCRD 8014412
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
FLORHAM PARK, NJ
MORRIS
Location
FLORHAM PARK, NJ
Headquartered in FLORHAM PARK, NJ, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- MORRIS
- Address
- 100 Campus Dr
- Time zone
- ET (UTC-5)
- Office locations
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