WISS Private Client Advisors, LLC
SEC RegisteredAbout the firm
Wiss offers a comprehensive approach to managing both wealth and tax, integrating wealth management and tax planning strategies to develop customized approaches for clients. The firm upholds a fiduciary responsibility, prioritizing clients' financial well-being in every decision.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Wealth management and family office services including investment management, estate planning, financial and tax planning, family office services (bookkeeping, bill payment, personalized financial management), risk management and insurance advisory, family governance and education, operational systems support, hiring and training staff, and private foundations and charitable planning.
Who they serve
Business owners, high income earners, and families with generational wealth.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 56 | $23M |
| High Net Worth Individuals | 130 | $1.2B |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Charitable Organizations | 0 | $0 |
| State/Municipal Entities | 0 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
Leadership
Office locations
Advisors at this firm
9 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| Up to $500,000 | 1.50% |
| $500,000.01 - $1,000,000 | 1.25% |
| $1,000,000.01 - $4,000,000 | 1.10% |
| $4,000,000.01 - $10,000,000 | 0.90% |
| $10,000,000.01 - $20,000,000 | 0.85% |
| Above $20,000,000 | 0.65% |
Data as of March 23, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. WISS Private Client Advisors, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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