Wiss Private Client Advisors, LLC

Firm record

As recorded in SEC IAPD

Firm CRD

286319

SEC number

801-117284

Firm type

RIA

Assets under management

$1.2B as of Mar 23, 2026

Website

wiss.com/services/wealth-management-family-office ↗

Phone

973-577-2872

Address

100 Campus Drive, Florham Park, NJ, 07932

Advisors at this firm

10 in our index · page 1 of 1

• Thomas J. BirrittellaCRD 5059184 · Florham Park, NJ
  IA Registered
• David F BoakCRD 5198227 · Florham Park, NJ
  IA RegisteredRegistration inactive
• Raman BhallaCRD 5420441 · Florham Park, NJ
  IA Registered
• Stephanie Florence Lise HughesCRD 6238388 · Florham Park, NJ
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Jason W HoffmanCRD 4674092 · Florham Park, NJ
  IA RegisteredRegistration inactive
• John Randall HounsellCRD 7529040 · Florham Park, NJ
  IA Registered
• Nicholas Henry HoyCRD 8216039 · Florham Park, NJ
  IA Registered
• Hunter William KolmodinCRD 8073652 · Florham Park, NJ
  IA Registered
• Luke Robert Warren RichCRD 8014423 · Florham Park, NJ
  IA Registered
• Keyana Adelina TouchetteCRD 8014412 · Florham Park, NJ
  IA Registered

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.