Mountain View Strategic Wealth, LLC
Mountain View Strategic Wealth, LLC is an SEC-registered mass-market adviser in Hopewell Junction, NY with $62.5M assets under management (AUM, regulatory AUM), +29% over one year. See who owns Mountain View Strategic Wealth, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 154295, SEC 801-130118, data through 2026-03-31.
- AUM (assets under management / regulatory AUM)
- $62.5M (2026-03-31)
- Firm type
- Mass-Market Adviser
- Location
- Hopewell Junction, NY
- Employees
- 2
- Clients
- 157
- CRD
- 154295
- Ownership
- MORGAN, JOHN, SCOTT
How much AUM does Mountain View Strategic Wealth, LLC have?
Mountain View Strategic Wealth, LLC reported $62.5M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-31).
Who owns Mountain View Strategic Wealth, LLC?
Disclosed owners and executives of Mountain View Strategic Wealth, LLC include MORGAN, JOHN, SCOTT. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.