Biltmore Wealth Management, LLC

Biltmore Wealth Management, LLC (CRD# 151365) is a financial advisory firm headquartered in Scottsdale, AZ. They manage $197,400,000 in 476 accounts and serve the financial needs of clients across 13 states (or territories).

By the Numbers
  • Total Assets Under Management
    197
    MILLION
  • Total Number of Accounts
    476
    ACCOUNTS
  • Average Account Value
    $414,706
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, CA, CO, FL, LA, MI, NC, NY, OH, OK, TN, TX, WA

Financial Advisors at Biltmore Wealth Management, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Kevin J. Sweeney
CRD#: 3256045
6720 N. Scottsdale Road, Suite 110, Scottsdale, AZ 85253
96
Wealthminder
score

Kevin Sweeney (CRD# 3256045) is an Investment Advisor Representative working at Biltmore Wealth Management, LLC in Scottsdale, AZ and has over 18 years of experience in the finance industry. Kevin Sweeney has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Timothy A. Carpenter
CRD#: 1263145
6720 N. Scottsdale Road, Suite 110, Scottsdale, AZ 85253
93
Wealthminder
score

Timothy Carpenter (CRD# 1263145) is an Investment Advisor Representative working at Biltmore Wealth Management, LLC in Scottsdale, AZ and has over 33 years of experience in the finance industry.

3
Max D. Rossiter
CRD#: 6262378
6720 N. Scottsdale Road, Suite 110, Scottsdale, AZ 85253
90
Wealthminder
score

Max Rossiter (CRD# 6262378) is an Investment Advisor Representative working at Biltmore Wealth Management, LLC in Scottsdale, AZ and has over 4 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.