$54.2M Total AUM
$54.2M Disc. AUM
-- 3Y CAGR
1 Employees
56 ADV. Clients
9 yrs Firm Age
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- Custodian
- Charles Schwab & Company · Interactive Brokers · Wells Fargo
- Clients
- Retail
- Platforms
- Available
- Established Date
- 06-20-2017
- Office Locations
- 1
Office Locations
2611 S Clark St. Suite 664 Arlington VA
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.
Team overview
-- AVG AGE
$54.2M AVG AUM / ADVISOR
$968.3K AVG AUM / CLIENT
9.1 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
9yrs Firm Age
Insights
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Available
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Asset Classes
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
B
BRANDON REED LLOYD
Chief Compliance Officer, Financial Advisor, Managing Member
- CRD
- #6141531
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
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
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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