Biltmore Wealth Management, LLC
Firm details
- Headquarters
- Tempe, Arizona
- CRD number
- 151365
- Registered since
- February 25, 2015
- Website
- www.biltmorewealthaz.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI83.86%
- Individuals15.02%
- Pension & Profit Sharing Plans1.05%
- Charitable Organizations0.08%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Biltmore Wealth Management, LLC is an SEC-registered LLC that has operated since 2015 and is owned by an individual. The firm focuses on fee-based portfolio management for individuals, families and small businesses, and also provides portfolio services for business or institutional accounts. Its fee model is a percentage of assets under management. Biltmore does not identify as an active ESG investor, is not a multi-state adviser, and does not position itself as a pension consultant or capital allocator. The firm lists an affiliation with an insurance company.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities59%
- Cash & Cash Equivalents37%
- Public Funds/Mutual Funds3%
- US Government Bonds1%
Contacts
3 of 3
Kevin Sweeney
Co-FounderCRD 3256045
Max Rossiter
Financial AdvisorCRD 6262378
Timothy Carpenter
Co-Founder & Portfolio ManagerCRD 1263145
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 38Active vs passive
$690M in ETFs
93%
$642M
7%
$48.3M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| STATE STREET(R) TECHNOLOGY SELECT SECTOR SPDR(R) ETF (XLK) | State Street | Passive | Technology | $39.8M | 208,740 | 5.76% |
Location
Tempe, AZ
Maricopa
Location
Tempe, AZ
Headquartered in Tempe, AZ, anchoring the Phoenix-Mesa, AZ metro in the West.
- Metro area
- Phoenix-Mesa, AZ
- Region
- West
- County
- Maricopa
- Address
- 1400 E Southern Ave
- Time zone
- MT (UTC-7)
- Office locations
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