MOUNTAIN VIEW STRATEGIC WEALTH, LLC

Overview

Mountain View Strategic Wealth, LLC is an independent registered investment adviser focused on serving individual and family clients with financial planning and portfolio management for individuals and small businesses. The firm is owned by an individual and was registered with the SEC in 2024. Its advisory approach emphasizes equity-centered portfolios, with a clear preference for exchange-traded equities as the primary investment vehicle, supplemented by mutual funds, corporate debt and annuities where appropriate. The firm charges a mix of fee structures — percentage of AUM, hourly and fixed fees — allowing flexibility for comprehensive planning and ongoing portfolio management engagements. Mountain View Strategic Wealth is not positioned as a capital allocator or pension consultant, and it does not identify as an active ESG investor. The firm lists an industry affiliation with an insurance company, which likely informs its use of annuities and insurance-linked planning solutions.

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