CRD: 286319
Wiss Private Client Advisors, LLC
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- Custodian
- Fidelity/NFS
- Clients
- Retail
- Platforms
- Available
- Established Date
- 09-22-2017
- Office Locations
- 5
Office Locations
About Wiss Private Client Advisors, LLC
Wiss Private Client Advisors provides integrated wealth management and family office support, pairing tax-aware investment management with financial/tax planning, estate planning, and charitable strategies. The team works primarily with business owners, high-income earners, and families with generational wealth, guiding retirement, long-term investing, and wealth transfer decisions as a fiduciary. Differentiators include data-driven insights via modern digital tools and hands-on family office services such as bookkeeping, bill pay, and private foundation administration.
Team overview
Insights
Asset Classes
Client Personas
CRM
Custodian
Geographic Focus
Industry Interests
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
STEPHANIE FLORENCE LISE HUGHES
Chief Executive Officer, Client Advisor
- CRD
- #6238388
- Ownership
- 25% but less than 50%
ANN FREEMAN KEITNER
Chief Compliance Officer
- CRD
- --
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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Matthew Barbieri
Partner, Advisory
- CRD
- --
Wayne Bartron
Director, Advisory
- CRD
- --
Showing 2 of 19 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,198,545,583 | $1,639,597 |
| Non-Discretionary | $17,000,703 | $772,759 |
| Total | $1,215,546,286 | $1,614,271 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Municipal Bonds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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