SourcingSourcing

WISS PRIVATE CLIENT ADVISORS, LLC

C18
CRD 286319·SEC 801-117284·FLORHAM PARK, NJ
AUM
$1.22B
$1B+
Est. Revenue
$12.2M
@ 1% on AUM
Est. EBITDA
$3.6M
@ 30% margin
Est. Deal Value
$29.2M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
WISS PRIVATE CLIENT ADVISORS, LLC
CRD
286319
SEC file #
801-117284
EIN
—
DBA names
—

Economics

AUM
$1.22B
AUM band
$1B+
AUM trajectory
'20'26
$108.7M → $1.22B▲ +1018%
Client mix
Individuals High Net Worth130
Individuals Other56

Operations

Employees (total)
12
Advisory staff (per ADV)
9
Advisory staff (5-yr trend)
'20'26
2 advisors → 9 advisors▲ +350%
Primary office
FLORHAM PARK NJ
Branches
—

Custodian & Brokerage

Primary custodian
Fidelitylow confidence
Services offered
Financial planningPortfolio mgmt — individualsSelection of other advisers
Fee basis
% of AUM

Filings

Latest ADV filing
03/23/2026
ADV-W filed at
—
Website
wiss.com/services/wealth-management-family-office

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
WISS & COMPANY, LLP
Top Owner Pct
62.5
Top Owner Entity Kind
DE
Owner Count
3
Control Persons
WISS & COMPANY, LLP
HUGHES, STEPHANIE, FLORENCE LISE
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
WISS.COM
Rdap Domain Creation Date
1998-05-08T04:00:00Z
Rdap Firm Age Years
28
Rdap Firm Age Band
20+y
Rdap Registrar
Network Solutions, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (13)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
10
Bc Firm IAR Count
10
Custodian Candidates
Full
Fidelity4
E*trade4
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2031-05-07T04:00:00Z
Rdap Domain Last Changed
2026-03-08T07:16:43Z
Rdap Nameservers
Ns63.worldnic.comNs64.worldnic.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer Prohibited
Trust Company Affiliate
No

People (11)

11
HUGHES, STEPHANIE, FLORENCE LISE
IAR · Direct Owner · 37.5%
6238388
KEITNER, ANN, FREEMAN
Executive Officer · 2.5%
4019686
Keyana Adelina Touchette
IAR
8014412
THOMAS J. BIRRITTELLA
IAR
5059184
Hunter William Kolmodin
IAR
8073652
John Randall Hounsell
IAR
7529040
Luke Robert Warren Rich
IAR
8014423
DAVID F BOAK
IAR
5198227
Nicholas Henry Hoy
IAR
8216039
Jason W Hoffman
IAR
4674092
Raman Bhalla
IAR
5420441