Third View Private Wealth
Westport, CT·SEC-registered · CRD #335591
Third View Private Wealth is an SEC-registered investment advisory firm in Westport, CT managing $1.2B across 1.8k client accounts, with 6 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$1.2B
Client accounts
1.8k
Advisory staff
6
Fee model
Fee-based
How Third View Private Wealth is paid
Compensation arrangements disclosed on Form ADV. A fee-based firm may earn both client fees and product commissions; ask which applies to you.
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Common questions about Third View Private Wealth
How much does Third View Private Wealth manage?
Per its most recent SEC Form ADV filing (04/27/2026), Third View Private Wealth reports $1.2B in regulatory assets under management across roughly 1.8k client accounts.
How does Third View Private Wealth charge?
Third View Private Wealth is a fee-based firm. Its disclosed compensation arrangements are: % of assets, Commissions. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Third View Private Wealth a fiduciary?
Yes. Third View Private Wealth is registered with the U.S. Securities and Exchange Commission (CRD #335591), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Third View Private Wealth taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Third View Private Wealth and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
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Profile compiled from Third View Private Wealth's public SEC Form ADV filing (CRD #335591, filed 04/27/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Third View Private Wealth. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Third View Private Wealth? Claim this profile.