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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- New Jersey
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Sep 12, 2025
- Branch Offices
- 1
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| CRESCI, JEFFREY, STEVEN | I | CHIEF OPERATING OFFICER/CHIEF COMPLIANCE OFFICER | NA | |
| CRESCI, JEFFREY, STEVEN | I | CHIEF OPERATING OFFICER/CHIEF COMPLIANCE OFFICER | NA | |
| CRESCI, JEFFREY, STEVEN | I | CHIEF OPERATING OFFICER/CHIEF COMPLIANCE OFFICER | NA | |
| CRESCI, JEFFREY, STEVEN | I | CHIEF OPERATING OFFICER/CHIEF COMPLIANCE OFFICER | NA | |
| KEITNER, ANN, FREEMAN | I | CHIEF COMPLIANCE OFFICER | NA | |
| WISS & COMPANY, LLP | DE | MANAGING MEMBER | E | Control |
| WISS & COMPANY, LLP | DE | MANAGING MEMBER | E | Control |
| WISS & COMPANY, LLP | DE | MANAGING MEMBER | E | Control |
| WISS & COMPANY, LLP | DE | MANAGING MEMBER | E | Control |
| WISS & COMPANY, LLP | DE | MANAGING MEMBER | E | Control |
| WISS & COMPANY, LLP | DE | MANAGING MEMBER | E | Control |
| WISS & COMPANY, LLP | DE | MANAGING MEMBER | E | Control |
| WISS & COMPANY, LLP | DE | MANAGING MEMBER | E | Control |
| WISS & COMPANY, LLP | DE | MANAGING MEMBER | D | Control |
| WISS & COMPANY, LLP | DE | MANAGING MEMBER | D | Control |
| WISS & COMPANY, LLP | DE | MANAGING MEMBER | D | Control |
| WISS & COMPANY, LLP | DE | MANAGING MEMBER | D | Control |
| WISS & COMPANY, LLP | DE | MANAGING MEMBER | D | Control |
| WISS & COMPANY, LLP | DE | MANAGING MEMBER | D | Control |
| WISS & COMPANY, LLP | DE | MANAGING MEMBER | D | Control |
| HUGHES, STEPHANIE, FLORENCE LISE | I | MEMBER/CHIEF EXECUTIVE OFFICER/CHIEF COMPLIANCE OFFICER | C | Control |
| HUGHES, STEPHANIE, FLORENCE LISE | I | MEMBER/CHIEF EXECUTIVE OFFICER | C | Control |
| HUGHES, STEPHANIE, FLORENCE LISE | I | MEMBER/CHIEF EXECUTIVE OFFICER | C | Control |
| HUGHES, STEPHANIE, FLORENCE LISE | I | MEMBER/CHIEF EXECUTIVE OFFICER | C | Control |
| HUGHES, STEPHANIE, FLORENCE LISE | I | MEMBER/CHIEF EXECUTIVE OFFICER | C | Control |
| HUGHES, STEPHANIE, FLORENCE LISE | I | MEMBER/CHIEF EXECUTIVE OFFICER/CHIEF COMPLIANCE OFFICER | C | Control |
| HUGHES, STEPHANIE, FLORENCE LISE | I | MEMBER/CHIEF EXECUTIVE OFFICER/CHIEF COMPLIANCE OFFICER | C | Control |
| HUGHES, STEPHANIE, FLORENCE LISE | I | MEMBER/CHIEF EXECUTIVE OFFICER/CHIEF COMPLIANCE OFFICER | C | Control |
| HUGHES, STEPHANIE, FLORENCE LISE | I | MEMBER/CHIEF EXECUTIVE OFFICER/CHIEF COMPLIANCE OFFICER | C | Control |
| HUGHES, STEPHANIE, FLORENCE LISE | I | MEMBER/CHIEF EXECUTIVE OFFICER/CHIEF COMPLIANCE OFFICER | C | Control |
| HUGHES, STEPHANIE, FLORENCE LISE | I | MEMBER/CHIEF EXECUTIVE OFFICER/CHIEF COMPLIANCE OFFICER | C | Control |
| HUGHES, STEPHANIE, FLORENCE LISE | I | MEMBER/CHIEF EXECUTIVE OFFICER | C | Control |
| HUGHES, STEPHANIE, FLORENCE LISE | I | MEMBER/CHIEF EXECUTIVE OFFICER/CHIEF COMPLIANCE OFFICER | B | Control |
| HUGHES, STEPHANIE, FLORENCE LISE | I | MEMBER/CHIEF EXECUTIVE OFFICER/CHIEF COMPLIANCE OFFICER | B | Control |
| HUGHES, STEPHANIE, FLORENCE LISE | I | MEMBER/CHIEF EXECUTIVE OFFICER/CHIEF COMPLIANCE OFFICER | B | Control |
Registrations
Federal
IA
Sep 12, 2025 REGISTERED
Notice Filings (4)
FL NJ NY TX
Address
100 CAMPUS DRIVEW SUITE 400
FLORHAM PARK, NJ 07932
United States
Phone: 973-577-2872