A complete list of active advisors currently associated with Third View Private Wealth

Warmer can help you find a great advisor at Third View Private Wealth or one who fits your needs even better.

Third View Private Wealth provides individualized investment management and financial planning to a mix of individual and institutional clients, including high‑net‑worth individuals, families, businesses, trusts, estates, charitable organizations, and retirement plans. As of 12/31/2025 the firm reported $1,155,018,535 in discretionary assets under management, serving roughly 322 client relationships with a seven‑adviser team. The firm generally manages accounts on a discretionary basis using firm‑developed or third‑party model portfolios and may allocate to separately managed accounts, private equity and other alternative investments; it also leverages a TAMP relationship with Townsquare for operational and sub‑advisory services. TVPW manages “held‑away” retirement accounts via third‑party platforms (Pontera Solutions and Eaglebrook), and offers non‑discretionary ERISA Section 3(21) retirement plan consulting in addition to ongoing financial planning services. A few features distinguish TVPW from many peers: the firm discloses using client testimonials and endorsements in its advertising and cites third‑party ratings, and several advisory persons are also licensed insurance agents through Third View Risk, LLC and registered representatives of The Leaders Group, which can create commission conflicts the firm discloses and supervises. It also receives leads from SmartAsset, engages in dual‑contract and third‑party manager arrangements, and discloses that certain supervised persons have personal investments and advisory roles in a privately held company with negotiated rights to participate in future funding rounds.

To learn more about the advisors currently working at Third View Private Wealth, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.