PPrivate Fund Data Log in Join · $37/mo

Biltmore Wealth Management, LLC

● SEC registered since 2015CRD 151365SEC# 801-81007Tempe, AZ
Export (members)
Reg. AUM
$396.7M
Employees
4
Accounts
568
Location
Tempe, AZ

Biltmore Wealth Management, LLC assets under management

Biltmore Wealth Management, LLC is an investment advisory firm registered with the SEC based in Tempe, AZ. The firm has been registered since 2015. It reports $396.7 million in regulatory assets under management and employs 4 people.
www.biltmorewealthaz.comView on SEC.gov ↗

Biltmore Wealth Management, LLC owners & executives

2 reported
NameTitleOwnershipSince
Kevin John Sweeney ControlChief Compliance Officer/Member25-50%2010
Timothy Alan Carpenter ControlManaging Member50-75%2010

Frequently asked questions

How much does Biltmore Wealth Management, LLC manage?

Biltmore Wealth Management, LLC reports $396.7 million in regulatory assets under management on its Form ADV.

How many employees does Biltmore Wealth Management, LLC have?

Biltmore Wealth Management, LLC reports 4 employees.

Where is Biltmore Wealth Management, LLC located?

Biltmore Wealth Management, LLC is based in Tempe, AZ and has been SEC-registered since 2015.

Does Biltmore Wealth Management, LLC disclose fund performance?

Biltmore Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address1400 E. Southern Avenue, Suite 650, Tempe, AZ 85282
Phone480-998-1819
Fax480-948-3839
Office hours8:00a.m. -- 5:00p.m.
SEC regionLos Angeles Regional Office (LARO)
CIK1598102
Discloses disciplinary historyNo

Assets under management

Discretionary$396.7M
Non-discretionary$0
Total (RAUM)$396.7M