Mountain View Strategic Wealth, LLC
● SEC registered since 2024CRD 154295SEC# 801-130118Hopewell Junction, NY
Reg. AUM
$62.5M
Employees
2
Accounts
343
Location
Hopewell Junction, NY
Mountain View Strategic Wealth, LLC assets under management
Mountain View Strategic Wealth, LLC is a registered investment adviser overseen by the SEC based in Hopewell Junction, NY. The firm has been registered since 2024. It reports $62.5 million in regulatory assets under management and employs 2 people.
Mountain View Strategic Wealth, LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| John Scott Morgan Control | President, Chief Investment Officer, Chief Compliance Officer | Over 75% | 2018 |
Frequently asked questions
How much does Mountain View Strategic Wealth, LLC manage?
Mountain View Strategic Wealth, LLC reports $62.5 million in regulatory assets under management on its Form ADV.
How many employees does Mountain View Strategic Wealth, LLC have?
Mountain View Strategic Wealth, LLC reports 2 employees.
Where is Mountain View Strategic Wealth, LLC located?
Mountain View Strategic Wealth, LLC is based in Hopewell Junction, NY and has been SEC-registered since 2024.
Does Mountain View Strategic Wealth, LLC disclose fund performance?
Mountain View Strategic Wealth, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 200 North Drive, I.park Suite 103, Hopewell Junction, NY 12533 |
| Phone | 845-834-4343 |
| Fax | 845-834-4344 |
| Office hours | 9 a.m. - 5 p.m. |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$62.5M▲ 29%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 95%
Larger than 5% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$62.5Mregulatory AUM
Discretionary $62.5M