Mountain View Wealth Management LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$54,223,933
Clients
56
21% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
56
HighAverage account size
$968,285
About
Mountain View Wealth Management LLC provides ongoing portfolio management and financial planning to individual and high‑net‑worth clients and also offers services to pension and other employee benefit plans, including 401(k) plans. The firm prepares written Investment Policy Statements for each client and delivers both discretionary and non‑discretionary portfolio management alongside written pension consulting plans.
The adviser employs a mix of analytical approaches — including charting, cyclical, fundamental, modern portfolio theory, quantitative and technical analysis — and implements strategies ranging from long‑ and short‑term trading to options and margin transactions. Portfolios typically use equities, ETFs, mutual funds, fixed income, REITs and, when appropriate, private placements or venture capital, with account reviews at least quarterly.
Noteworthy features relative to similar independent peers include the firm’s provision of pension consulting to plan sponsors and its use of borrowing/margin within managed accounts, practices that are statistically uncommon for firms in this category. The brochure also discloses that a firm principal is a licensed insurance agent and may offer commissionable insurance products outside the advisory relationship.
Client services
Financial planning
Portfolio management
Pension consulting
Expertise
Options & derivatives strategies
Passive / index investing
Private / alternative investments
Retirement plans for business owners (SEP, solo 401k)
Occupation focus
Founder/Business Owner
Executive
Fee options
0.01% - 2%
Main office location
Mountain View Wealth Management LLC
2611 S Clark St., Suite 664
Arlington VA 22202, United States
Number of offices
1
Most active in
Mountain View Wealth Management LLC has reported serving >5 clients in these states in the last 12 months.
New York · Virginia
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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