Third View Private Wealth

RIASEC Registered

Total AUM

$1.2B

Discretionary

$1.2B

100% of AUM

Avg account

$645K

Accounts

1,792

Employees

Advisory reps

Firm details

Headquarters: Westport, Connecticut
CRD number: 335591
Registered since: May 19, 2025
Website: www.thirdviewpw.com
Custodians: CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure: Percentage of AUM, Fixed Fees, Performance Based Fees
Client types: HNWI93.89%
Individuals5.97%
Charitable Organizations0.14%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Third View Private Wealth is an independent, LLC-structured registered investment adviser that began its SEC registration in 2025. The firm serves both individual and family clients as well as institutional investors, combining financial planning and portfolio management for individuals and small businesses with pension consulting and the selection of outside managers. Its business mix also includes insurance brokerage services. Ownership is reported as a mix of a domestic entity and individual owner(s). Fee arrangements include percentage-of-AUM, fixed fees, and performance-based fees, and the firm identifies itself as a capital allocator that places client capital with third-party managers when appropriate. Third View does not position itself as an active ESG investor.