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THIRD VIEW PRIVATE WEALTH
THIRD VIEW PRIVATE WEALTH, LLC
CRD 335591 · SEC 801-132770
55 POST ROAD WEST, 1ST FLOOR, WESTPORT, CT, 06880, United States
Phone
8607590650
Fax
888-578-4978
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.16B
Discretionary AUM
$1.16B
Team
11 total employees; 6 advisory reps
Clients
1-10
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-04-27
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 139 | $68.9M |
| High net worth individuals | 183 | $1.08B |
| Charitable organizations | 2 | $1.6M |
States served
CA, CO, MA, MI, NJ, NY, NC, PA, VA, TX, NH, CT, FL
All web addresses on file
- https://www.linkedin.com/in/zoltan-pongracz/
- https://www.linkedin.com/in/frank-mckiernan/
- https://www.linkedin.com/in/jake-mccarthy/
- https://www.jerrysneed.com/
- https://www.frankmckiernan.co/
- https://www.thirdviewpw.com
- https://www.facebook.com/profile.php?id=61576671027194
- https://www.instagram.com/thirdviewpw/
- https://www.linkedin.com/in/jerry-sneed-cfa-caiaa/
Official SEC filing: View on IAPD