Mountain Pass Planning
Mountain Pass Planning is an SEC-registered mass-market adviser in Hopewell Junction, NY with $74.9M assets under management (AUM, regulatory AUM), +11% over one year. See who owns Mountain Pass Planning: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 283389, SEC 801-121541, data through 2026-03-03.
- AUM (assets under management / regulatory AUM)
- $74.9M (2026-03-03)
- Firm type
- Mass-Market Adviser
- Location
- Hopewell Junction, NY
- Employees
- 1
- Clients
- 129
- CRD
- 283389
- Ownership
- DEVICO, JAMES, JOHN
How much AUM does Mountain Pass Planning have?
Mountain Pass Planning reported $74.9M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-03).
Who owns Mountain Pass Planning?
Disclosed owners and executives of Mountain Pass Planning include DEVICO, JAMES, JOHN. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.