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| Happy Holidays!! thanks for using AUM13F!! |
| Mountain View Strategic Wealth LLC
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|---|---|
| CRD # | 154295 |
| SEC # | 801-130118 |
| CIK # | |
| AUM | $48.5 M (2025-04-08) |
| Employees | 2 (50% Investors, 0% Brokers) |
| Phone | 845-834-4343 |
| Address | 200 North Drive Hopewell Junction, NY 12533 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 141 | 28.1 |
| (b) Individuals (high net worth individuals) | 12 | 20.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 281 | 48.5 |
| By Discretionary | ||
| Discretionary | 281 | 48.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 281 | 48.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 48.5 | |
| Total | 281 | 48.5 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Stewardship Financial Services Inc
✚
|
NY | 0.0 |
|
Birch Wealth Inc
✚
|
NY | 0.0 |
|
Altitude Capital Management LLC
✚
|
IA | 0.0 |
|
FBD Asset Mgmt LLC
✚
|
MN | 0.0 |
|
Hyland Bruce Tappan
✚
|
0.0 | |
|
RSD Advisors LLC
✚
|
0.0 | |
|
Swarthmore Asset Management Ltd
✚
|
NY | 0.0 |
|
Peconic Asset Planning Inc
✚
|
NY | 0.0 |
|
Catalyst Wealth Management LLC
✚
|
TX | 0.0 |
|
Trio Advisors Inc
✚
|
0.0 |