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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 05-19-2025
- Office Locations
- 2
Office Locations
About Third View Private Wealth
Third View Private Wealth is an independent private wealth advisory firm serving high- and ultra-high-net-worth individuals and families. The team delivers holistic wealth management integrating portfolio management with trust & estate, tax and philanthropic planning, and multi-family office support, including access to alternative investments. Platform relationships include Schwab and Fidelity/NFS.
Team overview
Insights
Asset Classes
Client Personas
CRM
Custodian
Investment Themes
Investment Vehicles
Platform
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Technology
Owner & Executives
FRANCIS John MCKIERNAN
Managing Member
- CRD
- #6321345
- Ownership
- Less than 5%
CHRISTOPHER LEE PAYNE
Chief Compliance Officer
- CRD
- --
- Ownership
- Less than 5%
Showing 2 of 4 owners & executives
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AMANDA MARIA DIGUISEPPE
Client Service Associate
- CRD
- #7124005
Michael Alexander Herbert
Assoc. Director, Financial Planning & Operations
- CRD
- #7041595
Showing 2 of 8 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,155,018,535 | $644,542 |
| Non-Discretionary | $0 | -- |
| Total | $1,155,018,535 | $644,542 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Equity - OTC | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| Private Funds | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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