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MOUNTAIN VIEW STRATEGIC WEALTH, LLC
CRD 154295 · SEC 801-130118
200 NORTH DRIVE, I.PARK SUITE 103, HOPEWELL JUNCTION, NY, 12533, United States
Phone
845-834-4343
Fax
845-834-4344
Registration
— (—)
Source
State registered
Total AUM
$62.5M
Discretionary AUM
$62.5M
Team
2 total employees; 1 advisory reps
Clients
11-25
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 140 | $32.4M |
| High net worth individuals | 17 | $30.1M |
All web addresses on file
Official SEC filing: View on IAPD