HOPEWELL JUNCTION, NYCRD 154295Latest ADV March 31, 2026
Mountain View Strategic Wealth, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Hopewell Junction, NY. Its latest Form ADV filing, dated March 31, 2026, reports $63M in regulatory assets under management, 2 employees, 1 office, and 343 accounts.
Assets Under Management
$63M
Employees
2
Offices
1 office
Total Clients
157
Primary office
HOPEWELL JUNCTION, NY
200 NORTH DRIVE, I.PARK SUITE 103, HOPEWELL JUNCTION, NY, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 89.2% of total clients.
Top client categories% of clientsClients
1
Individuals
89.2%
140
2
HNWI
10.8%
17
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$63Mas of March 31, 2026
Discretionary100.0%
$63M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$63M
Total Accounts343
10Y AUM Change+$20M (+46.8%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees2
Clients per Employee79:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.