MOUNTAIN VIEW STRATEGIC WEALTH, LLC

MOUNTAIN VIEW STRATEGIC WEALTH, LLC of HOPEWELL JUNCTION, NY is an SEC-registered investment adviser (CRD 154295). Regulatory assets under management: $62.5M.

Registration

• CRD: 154295
• SEC file number: 801-130118
• Type: Registered investment adviser
• Location: 200 NORTH DRIVE, I.PARK SUITE 103, HOPEWELL JUNCTION, NY, 12533
• Phone: 845-834-4343
• Latest filing: 2026-03-31
• Regulatory AUM: $62.5M
• Discretionary AUM: $62.5M
• Clients: 2
• Accounts: 343

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth.

Officers, owners & control persons (2)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 154295 on SEC IAPD (source of record)
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