Biltmore Wealth Management, LLC
Biltmore Wealth Management, LLC is an SEC-registered wealth manager in Tempe, AZ with $439.6M assets under management (AUM, regulatory AUM), +11% over one year. See who owns Biltmore Wealth Management, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 151365, SEC 801-81007, data through 2026-02-17.
- AUM (assets under management / regulatory AUM)
- $439.6M (2026-02-17)
- Firm type
- Wealth Manager
- Location
- Tempe, AZ
- Employees
- 4
- Clients
- 307
- CRD
- 151365
- Ownership
- SWEENEY, KEVIN, JOHN; CARPENTER, TIMOTHY, ALAN; HOUSER, PAMELA, DAWN; SWEENEY, ELIZABETH, MICHELLE
How much AUM does Biltmore Wealth Management, LLC have?
Biltmore Wealth Management, LLC reported $439.6M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-02-17).
Who owns Biltmore Wealth Management, LLC?
Disclosed owners and executives of Biltmore Wealth Management, LLC include SWEENEY, KEVIN, JOHN, CARPENTER, TIMOTHY, ALAN, HOUSER, PAMELA, DAWN, SWEENEY, ELIZABETH, MICHELLE. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.