THIRD VIEW PRIVATE WEALTH
SEC RegisteredUncompromising stewardship.
About the firm
Third View is an independent private wealth advisory firm dedicated to serving the complex needs of individuals and families of significant wealth. The firm offers a portfolio of private wealth and multi-family office services that leverage deep institutional knowledge and a sophisticated global perspective to provide financial advice, planning, management and security.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Private Wealth Management, Financial Planning, Trust & Estate Advisory, Multi-Family Office Services, Institutional Consulting and Benefits, Alternative Investments, Tax Advisory, Private Banking, and Risk Management.
Who they serve
High-net-worth and ultra-high-net-worth individuals and families of significant wealth, including business owners, entrepreneurs, and professional athletes.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 139 | $69M |
| High Net Worth Individuals | 183 | $1.1B |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Charitable Organizations | 0 | $0 |
| State/Municipal Entities | 2 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
0 total clients reported on Form ADV.
Office locations
Advisors at this firm
7 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| Up to $1,000,000 | 1.25% |
| $1,000,001 to $5,000,000 | 1.00% |
| $5,000,001 to $10,000,000 | 0.75% |
| $10,000,001 to $20,000,000 | 0.65% |
| $20,000,001 to $50,000,000 | 0.55% |
| $50,000,001 to $100,000,000 | 0.45% |
| Over $100,000,000 | — |
Data as of April 27, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. THIRD VIEW PRIVATE WEALTH has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.