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Stratview Wealth Management
Stratview Wealth Management was formed to deliver customized wealth services to families in the Richmond area. John W. Moore and William R. Moore III serve as...
Stratview Wealth Management
Stratview Wealth Management was formed to deliver customized wealth services to families in the Richmond area. John W. Moore and William R. Moore III serve as the named principals and hold multiple professional charters including CFA, CAIA, CFP, and CPWA. The firm allocates across private equity, real estate, hedge funds, and collectibles. Ticket sizes range from $0.5 million to $30 million. Geographic reach centers on North America with confirmed interest in digital assets and Web3 strategies. No specific portfolio holdings appear in public records. Stratview maintains nine professional-network affiliations and participates in events such as the 2024 CAWV Annual Meeting. The firm sponsors Operation Healing Forces and recorded multiple Forbes recognitions between 2023 and 2026. Matthew Carter departed the firm for Turkey Hill Management in February 2024. Stratview functions as an embedded practice within the Northwestern Mutual platform, which supplies brokerage, advisory, and trust services through dedicated subsidiaries.
General information
Firm type
Multi Family Office
Year founded
—
AUM
579 (Altss estimate)
Location
Region
North America
Country
United States
City
Richmond
Corporate office
—
Principals
John W. Moore
Principal
William R. Moore III
Principal
Sector focus
Frequently asked questions
Who runs investment decisions at Stratview Wealth Management?
John W. Moore and William R. Moore III direct investment activity. Both hold advanced credentials including CFA and CAIA charters.
Is Stratview Wealth Management structured as a single family office or does it operate more like a venture firm?
It operates as a multi-family office serving multiple client families through advisory and planning services.
Does Stratview Wealth Management participate in fund commitments or only direct deals?
The firm uses both fund commitments and direct mandates across private equity and real estate.
What investment stages does Stratview Wealth Management typically target?
Allocations span established private equity, real estate, and digital-asset strategies with ticket sizes between $0.5 million and $30 million.
How is Stratview Wealth Management related to Northwestern Mutual?
Stratview belongs to the Northwestern Mutual Private Client Group and relies on its subsidiaries for brokerage, advisory, and trust execution.
Where does the underlying wealth come from?
Wealth origin is not publicly disclosed.
Does Stratview Wealth Management maintain philanthropic structures, and how are they separated?
The firm supports Operation Healing Forces through sponsorship and social-media recognition; no separate foundation vehicle is identified.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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