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Mountain View Strategic Wealth, LLC

● SEC registered since 2024CRD 154295SEC# 801-130118Hopewell Junction, NY
Export (members)
Reg. AUM
$48.5M
Employees
2
Accounts
281
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 $48.5 million in regulatory assets under management and employs 2 people.
www.mvswealth.comView on SEC.gov ↗

Mountain View Strategic Wealth, LLC owners & executives

1 reported
NameTitleOwnershipSince
John Scott Morgan ControlPresident, Chief Investment Officer, Chief Compliance OfficerOver 75%2018

Frequently asked questions

How much does Mountain View Strategic Wealth, LLC manage?

Mountain View Strategic Wealth, LLC reports $48.5 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

Address200 North Drive, I.park Suite 103, Hopewell Junction, NY 12533
Phone845-834-4343
Fax845-834-4344
Office hours9 a.m. - 5 p.m.
SEC regionNew York Regional Office (NYRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$48.5M
Non-discretionary$0
Total (RAUM)$48.5M