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- Custodian
- Charles Schwab & Company · Interactive Brokers · Wells Fargo
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- Established Date
- 06-20-2017
- Office Locations
- 1
Office Locations
About Mountain View Wealth Management LLC
Mountain View Wealth Management LLC (Arlington, VA) provides asset management and financial planning, building customized, comprehensive investment strategies to help clients build, preserve, and manage wealth toward their financial goals. Portfolios are implemented primarily with ETFs and public funds, with custody support including Charles Schwab and Interactive Brokers.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 1 advisory representatives and 56 clients, or 56 clients per representative. That equates to $968.3K in reported AUM per client.
The profile lists 1 reported office location and 9 years in operation. The source data was last updated on March 27, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
- Asset Classes
- Custodian
- Investment Themes
- Investment Vehicles
- Services
- Technology
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The full Mountain View Wealth Management LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
BRANDON REED LLOYD
Chief Compliance Officer, Financial Advisor, Managing Member
- CRD
- #6141531
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $54,223,933 | -- |
| Non-Discretionary | $0 | -- |
| Total | $54,223,933 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Mountain View Wealth Management LLC has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.