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WISS PRIVATE CLIENT ADVISORS, LLC

SEC Form ADV profile.

Total regulatory AUM
$1,215,546,286
Discretionary
$1,198,545,583
Non-discretionary
$17,000,703

Firm details

CRD number
286319
SEC file number
801-117284
Main office
FLORHAM PARK, NJ, United States
Employees
12
SEC status
Approved
Fee structure
Percentage of AUM

As of October 2026.