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Timothy Alan Carpenter

BILTMORE WEALTH MANAGEMENT, LLC·TEMPE, Arizona
Clean recordBILTMORE WEALTH MANAGEMENT, LLC
1400 E. SOUTHERN AVENUE, TEMPE, AZ 85282CRD# 1263145Firm CRD# 151365

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Timothy Alan Carpenter · TEMPE, AZ
Registration
CRD #1263145 · BILTMORE WEALTH MANAGEMENT, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Timothy Alan Carpenter is a registered financial advisor based in TEMPE, Arizona, affiliated with BILTMORE WEALTH MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Individuals
Introduction

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03

Firm Overview

Firm
BILTMORE WEALTH MANAGEMENT, LLC
BILTMORE WEALTH MANAGEMENT, LLC
AUM
$351M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at BILTMORE WEALTH MANAGEMENT, LLC →
Services
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 1263145
Firm CRD# 151365
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Timothy Alan Carpenter offer?
Timothy Alan Carpenter specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in TEMPE, Arizona for a consultation.
What are Timothy Alan Carpenter's credentials?
Timothy Alan Carpenter is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Timothy Alan Carpenter located?
Timothy Alan Carpenter 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 Timothy Alan Carpenter charge for services?
Timothy Alan Carpenter'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

Kevin John Sweeney
TEMPE, AZ

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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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Research
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