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The fee is billed in advance.","source":"TVPW ADV 2A, filed 10 August 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Third View Private Wealth use?","answer":"Third View Private Wealth’s separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $886M and Fidelity Brokerage Services LLC (Smithfield, RI), with $156M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 10 August 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Third View Private Wealth have?","answer":"Third View Private Wealth has 7 investment adviser representatives registered with state securities authorities, out of 11 employees, and 6 perform investment advisory functions. 1 employee is a registered representative of a broker-dealer and 7 employees are licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Third View Private Wealth invest in?","answer":"At the end of its last fiscal year, Third View Private Wealth’s separately managed accounts held 64% exchange-traded equities, 9% non-exchange-traded equities, 8% registered funds (mutual funds, ETFs, BDCs), 7% cash and equivalents, 5% investment grade corporate bonds, 4% state and local bonds, 1% U.S. government and agency bonds, 1% sovereign bonds and 1% pooled vehicles (private funds and similar).","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Third View Private Wealth?","answer":"Third View Private Wealth is owned through holding companies by Francis McKiernan, Jerry Sneed and Zoltan Pongracz. 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