Third View Private Wealth - Investment Advisers
Legal name: Third View Private Wealth, LLC
Investment Adviser headquartered in Westport, Connecticut · Invest
About Third View Private Wealth
Third View Private Wealth, LLC is an investment adviser headquartered in Westport, Connecticut, and is listed among investment advisers in Connecticut. The firm describes itself as an independent private wealth advisory practice serving individuals and families of significant wealth, including high-net-worth and ultra-high-net-worth clients. Its regulatory assets under management are reported at $1.16 billion, and it has 11 employees. The firm was founded by Frank J. McKiernan and Jerry R. Sneed, who serve as its co-founders. Its stated founding principles center on careful stewardship of client wealth, consistent leadership, and dedication to clients and staff. Forbes has named both co-founders to its Best-In-State Top Next-Gen Wealth Advisors list for 2026. The firm is also included in the directory of US investment advisers, where it is listed alongside other investment advisers. --- Note: Only two link slots were provided, so the text includes two links rather than the 3 to 5 requested.
Key Facts
- Assets Under Management
- $1.16B
- Employees
- 11
- SEC File Number
- 801-132770
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