WISS PRIVATE CLIENT ADVISORS, LLC
CRD #286319 SEC #801-117284 FLORHAM PARK, NJ 973-577-2872
SEC Registered
Total AUM
$809.7M
Discretionary
$796.2M
Employees
12
Clients
0
Accounts
545
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Sep 2025 | $809.7M | $796.2M | $13.5M | 12 | 0 |
| Mar 2025 | $809.7M | $796.2M | $13.5M | 12 | 0 |
| Mar 2024 | $539.7M | $527.2M | $12.5M | 9 | 0 |
| Jun 2023 | $246.8M | $209M | $37.9M | 9 | 0 |
| Mar 2023 | $246.8M | $209M | $37.9M | 9 | 0 |
| Mar 2022 | $386.5M | $252.9M | $133.6M | 6 | 0 |
| Mar 2021 | $140.6M | $127.6M | $13.1M | 5 | 0 |
| Oct 2020 | $124.3M | $97.6M | $26.7M | 5 | 0 |
| Jun 2020 | $124.3M | $97.6M | $26.7M | 5 | 0 |
| May 2020 | $124.3M | $97.6M | $26.7M | 5 | 0 |
| May 2020 | $124.3M | $97.6M | $26.7M | 5 | 0 |
| Mar 2020 | $124.3M | $97.6M | $26.7M | 5 | 0 |
| Sep 2019 | $108.7M | $85.6M | $23.2M | 4 | 0 |
| Aug 2019 | $108.7M | $85.6M | $23.2M | 4 | 0 |
| Aug 2019 | $108.7M | $85.6M | $23.2M | 4 | 0 |
DateSep 2025
Total AUM$809.7M
Discretionary$796.2M
Non-Disc.$13.5M
Employees12
Clients0
DateMar 2025
Total AUM$809.7M
Discretionary$796.2M
Non-Disc.$13.5M
Employees12
Clients0
DateMar 2024
Total AUM$539.7M
Discretionary$527.2M
Non-Disc.$12.5M
Employees9
Clients0
DateJun 2023
Total AUM$246.8M
Discretionary$209M
Non-Disc.$37.9M
Employees9
Clients0
DateMar 2023
Total AUM$246.8M
Discretionary$209M
Non-Disc.$37.9M
Employees9
Clients0
DateMar 2022
Total AUM$386.5M
Discretionary$252.9M
Non-Disc.$133.6M
Employees6
Clients0
DateMar 2021
Total AUM$140.6M
Discretionary$127.6M
Non-Disc.$13.1M
Employees5
Clients0
DateOct 2020
Total AUM$124.3M
Discretionary$97.6M
Non-Disc.$26.7M
Employees5
Clients0
DateJun 2020
Total AUM$124.3M
Discretionary$97.6M
Non-Disc.$26.7M
Employees5
Clients0
DateMay 2020
Total AUM$124.3M
Discretionary$97.6M
Non-Disc.$26.7M
Employees5
Clients0
DateMay 2020
Total AUM$124.3M
Discretionary$97.6M
Non-Disc.$26.7M
Employees5
Clients0
DateMar 2020
Total AUM$124.3M
Discretionary$97.6M
Non-Disc.$26.7M
Employees5
Clients0
DateSep 2019
Total AUM$108.7M
Discretionary$85.6M
Non-Disc.$23.2M
Employees4
Clients0
DateAug 2019
Total AUM$108.7M
Discretionary$85.6M
Non-Disc.$23.2M
Employees4
Clients0
DateAug 2019
Total AUM$108.7M
Discretionary$85.6M
Non-Disc.$23.2M
Employees4
Clients0