WISS PRIVATE CLIENT ADVISORS, LLC

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UUID2d7f0854-287b-532b-9125-268d171dd4f0

TypeASSET_MANAGER

Status—

Created2025-10-23 02:23:53

Updated2025-10-23 02:24:36

Available Loaders

SEC Form ADV (XLSX Metrics)

Loads advanced metrics from the monthly IAPD XLSX exports (RAUM breakdown, client mix, service flags) into the adv_metrics table.

Open
SEC Form ADV Part 1 (Bulk)

Loads Form ADV Part 1 bulk data from the local CSV snapshot. Includes headquarters info, aliases, control persons, and evidence links.

Open

Identifiers

Authority	Identifier	Display	As Of	Confidence
adv_crd	286319	286319	—	1.0
sec_file_number	801-117284	801-117284	—	—

Profile

Websitehttps://wiss.com/services/wealth-management-family-office/

HQ CityFLORHAM PARK

HQ StateNJ

HQ CountryUnited States

AUM (USD)—

AUM As OfNone

ADV Metrics

Assets & Accounts

RAUM (total)809,666,561.0
RAUM (discretionary)796,176,074.0
Actionable assets795,856,991.0
Accounts545.0

Institutional Clients

Government AUM0.0
Pension AUM0.0
Charitable AUM0.0
HNW AUM795,856,991.0

As of 2025-03-25 00:00:00 • Source ia09022025.xlsx

People

Name	Title	Role	Email	Evidence
HUGHES, STEPHANIE, FLORENCE LISE	MEMBER/CHIEF EXECUTIVE OFFICER	OFFICER	—	{"filing_id": "2009920", "owner_id": "6238388", "source": "adv_part1", "table": "Schedule_A_B"}
WISS & COMPANY, LLP	MANAGING MEMBER	OFFICER	—	{"filing_id": "2009920", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"}
KEITNER, ANN, FREEMAN	CHIEF COMPLIANCE OFFICER	EMPLOYEE	—	{"filing_id": "2009920", "owner_id": "4019686", "source": "adv_part1", "table": "Schedule_A_B"}

Name

Title

Role

Evidence

HUGHES, STEPHANIE, FLORENCE LISE

MEMBER/CHIEF EXECUTIVE OFFICER

OFFICER

—

{"filing_id": "2009920", "owner_id": "6238388", "source": "adv_part1", "table": "Schedule_A_B"}

WISS & COMPANY, LLP

MANAGING MEMBER

OFFICER

—

{"filing_id": "2009920", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"}

KEITNER, ANN, FREEMAN

CHIEF COMPLIANCE OFFICER

EMPLOYEE

—

{"filing_id": "2009920", "owner_id": "4019686", "source": "adv_part1", "table": "Schedule_A_B"}

Outbound Affiliations

Relation	Organization	Last Updated	Evidence
No outbound affiliations.

Inbound Affiliations

Relation	Organization	Last Updated	Evidence
No inbound affiliations.

Evidence

adv_part1

data/raw/sec_adv/raw_adv/ADV_Filing_Data_20250901_20250930/IA_ADV_Base_A_20250901_20250930.csv 2025-10-23 02:24:36 • csv
```
{
  "date_submitted": "09/12/2025 08:07:25 AM",
  "filing_id": "2009920",
  "reg_type": "IA"
}
```

WISS PRIVATE CLIENT ADVISORS, LLC

Available Loaders

SEC Form ADV (XLSX Metrics)

SEC Form ADV Part 1 (Bulk)

Identifiers

Profile

ADV Metrics

Assets & Accounts

Institutional Clients

People

Outbound Affiliations

Inbound Affiliations

Evidence

adv_part1