Overview
Assets Under Management: $1.1 billion
Headquarters: WESTPORT, CT
High-Net-Worth Clients: 132
Average Client Assets: $8 million
Frequently Asked Questions
THIRD VIEW PRIVATE WEALTH is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #335591), THIRD VIEW PRIVATE WEALTH is subject to fiduciary duty under federal law.
THIRD VIEW PRIVATE WEALTH is headquartered in WESTPORT, CT.
THIRD VIEW PRIVATE WEALTH serves 132 high-net-worth clients according to their SEC filing dated November 21, 2025. View client details ↓
According to their SEC Form ADV, THIRD VIEW PRIVATE WEALTH offers financial planning, portfolio management for individuals, and selection of other advisors. View all service details ↓
THIRD VIEW PRIVATE WEALTH manages $1.1 billion in client assets according to their SEC filing dated November 21, 2025.
According to their SEC Form ADV, THIRD VIEW PRIVATE WEALTH serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 132
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 94.59
Average High-Net-Worth Client Assets: $8 million
Total Client Accounts: 2,096
Discretionary Accounts: 2,096
Regulatory Filings
CRD Number: 335591
Filing ID: 2029211
Last Filing Date: 2025-11-21 09:41:32
Website: 0