THIRD VIEW PRIVATE WEALTH
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
- Client types
- HNWI93.89%
- Individuals5.97%
- Charitable Organizations0.14%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Third View Private Wealth is an independent registered investment adviser that began SEC registration in 2025 and operates as a limited liability company. The firm describes itself as a capital allocator and serves both individual/family and institutional clients. Its advisory services include financial planning, portfolio management for individuals and small businesses, pension consulting and the selection of outside advisers. Third View also acts as an insurance broker and charges clients via a mix of percentage-of-AUM and fixed fees. The firm reports it does not position itself as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities64%
- Non-Exchange Traded Equities9%
- Public Funds/Mutual Funds8%
- Cash & Cash Equivalents7%
- Investment Grade Corp Bonds5%
Owners & executives
2 of 2CHRISTOPHER PAYNE
Chief Operating OfficerCRD 4913131
AMANDA DIGUISEPPE
Chief of StaffCRD 7124005
Contacts
3 of 6Jake McCarthy
Vice PresidentCRD 7238338
FRANCIS MCKIERNAN
t Co-Founder & Managing PartnerCRD 6321345
Christopher Sneed
Private Wealth AdvisorCRD 7250271
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 55Active vs passive
$93M in ETFs
97%
$90.2M
2%
$2.8M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES 20+ YEAR TREASURY BOND ETF (TLT) | BlackRock | Passive | Long Government | $29.7M | 342,204 | 31.90% |
Location
WESTPORT, CT
FAIRFIELD
Location
WESTPORT, CT
Headquartered in WESTPORT, CT, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- FAIRFIELD
- Address
- 55 Post Rd W
- Time zone
- ET (UTC-5)
- Office locations
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