MOUNTAIN VIEW STRATEGIC WEALTH, LLC
CRD #154295 SEC #801-130118 HOPEWELL JUNCTION, NY 845-834-4343
SEC Registered
Total AUM
$48.5M
Discretionary
$48.5M
Employees
2
Clients
25
Accounts
281
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Apr 2025 | $48.5M | $48.5M | $0 | 2 | 0 |
| Apr 2025 | $48.5M | $48.5M | $0 | 2 | 0 |
| Mar 2025 | $48.5M | $48.5M | $0 | 2 | 0 |
| Mar 2024 | $42.6M | $42.6M | $0 | 2 | 0 |
DateApr 2025
Total AUM$48.5M
Discretionary$48.5M
Non-Disc.$0
Employees2
Clients0
DateApr 2025
Total AUM$48.5M
Discretionary$48.5M
Non-Disc.$0
Employees2
Clients0
DateMar 2025
Total AUM$48.5M
Discretionary$48.5M
Non-Disc.$0
Employees2
Clients0
DateMar 2024
Total AUM$42.6M
Discretionary$42.6M
Non-Disc.$0
Employees2
Clients0