# Mountain View Strategic Wealth

Mountain View Strategic Wealth is an Asset Manager.

## Overview

- **Organization type:** Asset Manager
- **Assets under management:** Undisclosed
- **LinkedIn:** https://www.linkedin.com/company/mountainviewstrategicwealth

## Regulatory record

- **CRD number:** 154295
- **SEC file number:** 801-130118
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/154295

## About

Mountain View Strategic Wealth, LLC is an SEC-registered investment adviser in Hopewell Junction, NY, registered since 2024. The firm manages approximately $63 million in assets. It has 2 employees and 1 investment adviser.

## Questions

### Who are the key principals at Mountain View Strategic Wealth?

No principals or named executives for Mountain View Strategic Wealth are listed in public sources, including the firm's registration records or business directories. The absence of disclosure is common for smaller, privately held RIAs.

### What is the regulatory status of Mountain View Strategic Wealth?

Mountain View Strategic Wealth, LLC is registered as an investment advisor with the SEC, as indicated by public filings. This registration subjects the firm to regulatory oversight and periodic reporting requirements.

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Last updated: 2026-06-03T20:00:00.000Z

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