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, LLC provides personalized investment management, financial planning, and retirement plan consulting to a broad client mix that includes individual and high‑net‑worth clients, families, trusts, estates, businesses, and institutional and charitable entities; as of 12/31/2025 the firm reported approximately $1.155 billion in discretionary assets under management. Services include discretionary and non‑discretionary portfolio management, model portfolios, selection of third‑party managers, and written financial planning delivered as part of an ongoing advisory relationship. The firm implements tailored strategies using a combination of in‑house and third‑party model portfolios, separately managed accounts, and access to alternative investments such as private equity, private credit, and direct investments, and it relies on a TAMP/sub‑advisory relationship with Townsquare for operational and account‑administration functions. TVPW also manages “held away” retirement accounts through third‑party platforms (Pontera Solutions and Eaglebrook), performs due diligence on external managers, and provides both ongoing monitoring and one‑off consultative planning work. A number of business relationships and personnel activities distinguish TVPW from many peers: certain advisory persons are licensed insurance professionals through Third View Risk, LLC and some are registered representatives of The Leaders Group, creating potential for commission‑based implementations separate from advisory fees; the firm also discloses that, in limited circumstances, it may receive carried interest or other performance‑based compensation from managers or sponsors of private investment vehicles. TVPW further engages paid lead‑generation (SmartAsset), uses third‑party operational platforms, and discloses instances where supervised persons hold personal investments in privately held companies introduced by clients, steps the firm says are subject to supervision and disclosure to address conflicts of interest.

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.

You can also browse Third View Private Wealth's office locations.