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MOUNTAIN VIEW STRATEGIC WEALTH, LLC

HOPEWELL JUNCTION, NY · CRD 154295 · IAPD ↗ · mvswealth.com · 845-834-4343

$62.5MRegulatory AUM
1Advisory reps
2Employees
0Clients
11-25Planning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

60
April 2026 — MOUNTAIN VIEW STRATEGIC WEALTH, LLC reported RAUM up 29% ($48.5M -> $62.5M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
95
May 2024 — MOUNTAIN VIEW STRATEGIC WEALTH, LLC (HOPEWELL JUNCTION, NY) is newly SEC-registered with $42.6M RAUM and 1 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.