BILTMORE WEALTH MANAGEMENT, LLC

TEMPE, Arizona·2 registered advisors·CRD# 151365
SEC# 801-810070480-998-1819
01

Firm Overview

AUM
$351M
Regulatory assets under management
Employees
4
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Portfolio management (individuals)
Selection of other advisers
Compensation
Percentage of AUM
03

Specialties

Investment ManagementWealth ManagementFee-Only Advisory
04

Advisors at BILTMORE WEALTH MANAGEMENT, LLC

2 registered advisors
Kevin John Sweeney
TEMPE, Arizona
Timothy Alan Carpenter
TEMPE, Arizona
05

Office Locations

TEMPE, Arizona
2 advisors

Research financial advisors

Browse all registered financial advisors or search by location and specialty.

Browse All Advisors
Data sourced from SEC Form ADV filings. BILTMORE WEALTH MANAGEMENT, LLC (CRD# 151365) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.