Brandon Lloyd
Mountain View Wealth Management · Arlington, Virginia
Brandon Lloyd is a fee-only financial advisor at Mountain View Wealth Management in Arlington, Virginia. Mountain View Wealth Management reports charging a percentage of assets on its Form ADV.
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Facts
| Firm | Mountain View Wealth Management |
|---|---|
| Based in | Arlington, Virginia |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $54.2M across 123 accounts |
| SEC registration | Investment adviser representative in NY, VA · CRD 6141531 |
| Exams passed | Series 63 (2013) · Series 65 (2012) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | mvwmllc.com |
| Profile |
How Brandon's firm compares
- Mountain View Wealth Management's average account is about $441,000, from its Form ADV (assets managed divided by 123 accounts).
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Questions about Brandon
Is Brandon Lloyd a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Brandon holds no broker registration, and Mountain View Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Brandon charge for financial advice?
Brandon's firm, Mountain View Wealth Management, reports charging a percentage of assets on its SEC Form ADV.
Where is Brandon Lloyd based?
Brandon Lloyd is based in Arlington, Virginia.
Is Brandon Lloyd registered with the SEC?
Yes. Brandon Lloyd is registered as an investment adviser representative in NY and VA (CRD 6141531), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Mountain View Wealth Management manage?
Mountain View Wealth Management reports $54.2M across 123 accounts in assets under management.
How do I contact Brandon Lloyd?
Through Brandon's website, mvwmllc.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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