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Kevin John Sweeney

BILTMORE WEALTH MANAGEMENT, LLC·TEMPE, Arizona
Series 3, Series 7, Series 31, Series 63, Series 65Clean record16 years registeredBILTMORE WEALTH MANAGEMENT, LLC
1400 E. SOUTHERN AVENUE, TEMPE, AZ 85282CRD# 3256045Firm CRD# 151365

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Kevin John Sweeney · TEMPE, AZ
Registration
CRD #3256045 · BILTMORE WEALTH MANAGEMENT, LLC · 16 years registered
Brand Profile
Not yet started
01

Career History

BILTMORE WEALTH MANAGEMENT, LLC
Jan 2010 – present
02

Registrations & Exams

FINRA examinations passed
Series 3
Series 7
Series 31
Series 63
Series 65
Registration record
First registered · January 28, 2010
Years registered · 16
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
BILTMORE WEALTH MANAGEMENT, LLC
CRD 151365 · SEC 801-81007
AUM
$351M
Regulatory assets under management
Employees
4
555 client accounts
Services offered by BILTMORE WEALTH MANAGEMENT, LLC
Per Form ADV
Portfolio management (individuals)
Selection of other advisers
Client types served by the firm
Per Form ADV
Individuals
View all advisors at BILTMORE WEALTH MANAGEMENT, LLC →
Introduction

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Frequently Asked Questions

What services does Kevin John Sweeney offer?
Kevin John Sweeney specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in TEMPE, Arizona for a consultation.
What are Kevin John Sweeney's credentials?
Kevin John Sweeney is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Kevin John Sweeney located?
Kevin John Sweeney is based in TEMPE, Arizona, working with BILTMORE WEALTH MANAGEMENT, LLC. Their office serves clients in the TEMPE metropolitan area and surrounding communities.
How does Kevin John Sweeney charge for services?
Kevin John Sweeney's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BILTMORE WEALTH MANAGEMENT, LLC?
BILTMORE WEALTH MANAGEMENT, LLC has approximately 4 employees and manages $351M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at BILTMORE WEALTH MANAGEMENT, LLC

Timothy Alan Carpenter
TEMPE, AZ

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