Biltmore Wealth Management, LLC

Biltmore Wealth Management, LLC (CRD# 151365) is a financial advisory firm headquartered in Tempe, AZ. They manage $350,634,986 in 555 accounts and serve the financial needs of clients across 12 states (or territories).

Current Firm Details
1400 E. Southern Avenue, Suite 650, Tempe, AZ 85282
http://www.biltmorewealthaz.com
By the Numbers
  • Total Assets Under Management
    351
    MILLION
  • Total Number of Accounts
    555
    ACCOUNTS
  • Average Account Value
    $631,775
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
The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Biltmore Wealth Management, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Timothy Carpenter, financial advisor Tempe AZ
Timothy A. Carpenter
CRD#: 1263145
1400 E. Southern Avenue, Suite 650, Tempe, AZ 85282

Timothy Carpenter (CRD# 1263145) is an Investment Advisor Representative working at Biltmore Wealth Management, LLC in Tempe, AZ and has over 39 years of experience in the finance industry.

2
Max Rossiter, financial advisor Tempe AZ
Max D. Rossiter
CRD#: 6262378
1400 E. Southern Avenue, Suite 650, Tempe, AZ 85282

Max Rossiter (CRD# 6262378) is an Investment Advisor Representative working at Biltmore Wealth Management, LLC in Tempe, AZ and has over 10 years of experience in the finance industry.

3
Kevin Sweeney, financial advisor Tempe AZ
Kevin J. Sweeney
CRD#: 3256045
1400 E. Southern Avenue, Suite 650, Tempe, AZ 85282

Kevin Sweeney (CRD# 3256045) is an Investment Advisor Representative working at Biltmore Wealth Management, LLC in Tempe, AZ and has over 24 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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