RIA Intelligence

THIRD VIEW PRIVATE WEALTH, LLC

Legal name: THIRD VIEW PRIVATE WEALTH

CRD #335591 SEC #801-132770 WESTPORT, CT 8607590650
SEC Registered
Total AUM
$1.1B
Discretionary
$1.1B
Employees
10
Clients
0
Accounts
2,096

AUM Over Time

DateNov 2025
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees10
Clients0
DateOct 2025
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees10
Clients0
DateAug 2025
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees10
Clients0
DateAug 2025
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees10
Clients0
DateMay 2025
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees6
Clients0
DateMay 2025
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees6
Clients0
DateMay 2025
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees6
Clients0
DateApr 2025
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees6
Clients0
DateApr 2025
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees6
Clients0