Biltmore Wealth Management, LLC
● SEC registered since 2015CRD 151365SEC# 801-81007Tempe, AZ
Reg. AUM
$439.6M
Employees
4
Accounts
639
Location
Tempe, AZ
About Biltmore Wealth Management
Biltmore Wealth Management is a boutique registered investment adviser offering personalized wealth, retirement, and investment management. It stresses a high-touch, goal-based process and proprietary portfolio models tailored to each client’s objectives rather than a purely market-driven approach.
Summary based on the firm’s website.
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 $439.6 million in regulatory assets under management and employs 4 people.
Biltmore Wealth Management, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Kevin John Sweeney Control | Chief Compliance Officer/Member | 25-50% | 2010 |
| Timothy Alan Carpenter Control | Managing Member | 50-75% | 2010 |
Frequently asked questions
How much does Biltmore Wealth Management, LLC manage?
Biltmore Wealth Management, LLC reports $439.6 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
| Address | 1400 E. Southern Avenue, Suite 650, Tempe, AZ 85282 |
| Phone | 480-998-1819 |
| Fax | 480-948-3839 |
| Office hours | 8:00a.m. -- 5:00p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| CIK | 1598102 |
| Discloses disciplinary history | No |
Regulatory AUM
$439.6M▲ 11%
Feb '25Form ADV, monthlyOct '26
How this firm compares
Regulatory AUMTop 51%
Larger than 49% of 16,389 advisers
EmployeesTop 69%
More than 31% of 16,799 advisers
Assets under management
$439.6Mregulatory AUM
Discretionary $439.6M