Biltmore Wealth Management, LLC

Biltmore Wealth Management, LLC (CRD# 151365) is a financial advisory firm headquartered in Scottsdale, AZ. They manage $157,566,689 in 254 accounts and serve the financial needs of clients across 13 states (or territories).

By the Numbers
  • Total Assets Under Management
    158
    MILLION
  • Total Number of Accounts
    254
    ACCOUNTS
  • Average Account Value
    $620,341
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
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.

2
Kevin J. Sweeney
CRD#: 3256045
6720 N. Scottsdale Road, Suite 110, Scottsdale, AZ 85253
93
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.

3
Max D. Rossiter
CRD#: 6262378
6720 N. Scottsdale Road, Suite 110, Scottsdale, AZ 85253
89
Wealthminder
score

Max Rossiter (CRD# 6262378) is an Investment Advisor Representative working at Biltmore Wealth Management, LLC in Scottsdale, AZ and has over 3 years of experience in the finance industry.

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Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.