WISS PRIVATE CLIENT ADVISORS, LLC
Florham Park, New Jersey
Wiss Private Client Advisors, LLC is a prominent investment advisory firm headquartered in Florham Park, NJ, with a reputation for delivering exceptional financial services to its clients. With a total of nine dedicated professionals, eight of whom specialize in investment advisory services, the firm possesses a robust team capable of providing comprehensive and tailored solutions to meet their clients' financial goals. Impressively, each investment advisor at Wiss Private Client Advisors manages an average of approximately $136,520,000 in assets under management, surpassing industry averages and reflecting their expertise in wea...
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Assets Under Mgmt

$246.82M

Investment Professionals

8

Locations

1

% 401K & Individual

4%

% Discretionary

85%
Compensation Structure
A percentage of assets under your management
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Selection of other advisers
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