Investment adviser · CRD 335591
THIRD VIEW PRIVATE WEALTH
Investment adviser filing (IA)
THIRD VIEW PRIVATE WEALTH, LLC
WESTPORT, CT, United States · Form ADV filed Aug 10, 2026
- Regulatory AUM
- $1.16B Form ADV · Item 5.F
- Client accounts
- 1,792 Accounts, not individual clients
- Employees
- 11 Reported in this filing
- Advisory professionals
- 6 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 183 | $1,084,504,197 | 93.9% |
| Individuals | 139 | $68,921,768 | 6.0% |
| Charities | Fewer than 5 | $1,592,570 | 0.1% |
Filing source
Form ADV 2124994 · Aug 10, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Aug 10, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Pension consulting · Selection of other advisers
Compensation
Percentage of assets · Fixed · Performance-based
Principal office
257 RIVERSIDE AVENUE, SUITE 301WESTPORT, CT, 06880, United States
CRD 335591
Filing source
Form ADV 2124994 · Aug 10, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.