Wiss Private Client Advisors, Llc
- Regulatory AUM
- $1.2B
- Discretionary
- $1.2B
- Clients
- 186
- Avg AUM / client
- $6.5M
- Accounts
- 753
- Employees
- 12
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 23, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 56 | $23.1M | 1.9% |
| High net worth individuals | 130 | $1.2B | 98.1% |
People (9)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Stephanie Florence Lise Hughes | Member/Chief Executive Officer/Chief Compliance Officer | Jun 2018 (8y) | 25% – 50% | |
| Thomas J. Birrittella | Registered representative | CFP | Jan 2022 (5y) | |
| John Randall Hounsell | Registered representative | Apr 2022 (4y) | ||
| David F Boak | Registered representative | CFP | May 2022 (4y) | |
| Keyana Adelina Touchette | Registered representative | CFP | Dec 2024 (2y) | |
| Luke Robert Warren Rich | Registered representative | Jan 2025 (2y) | ||
| Hunter William Kolmodin | Registered representative | Apr 2025 (1y) | ||
| Jason W Hoffman | Registered representative | CFP | May 2025 (1y) | |
| Nicholas Henry Hoy | Registered representative | Mar 2026 (0y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Wiss & Company, Llp | Managing Member | Aug 2016 | A | 50% – 75% |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/23/2026 | 1.17 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Selection of other advisers
Custody
Reported custodians
- Fidelity Brokerage Services $1.2B (100% of AUM) Mar 2026
- Raymond James $109M (100% of AUM) Sep 2019
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 23, 2026.
View current Form ADV (SEC/IAPD) ↗