Biltmore Wealth Management, LLC

Biltmore Wealth Management, LLC (CRD# 163652) is a financial advisory firm headquartered in Santa Barbara, CA. They manage $11,000,000 in 68 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    11
    MILLION
  • Total Number of Accounts
    68
    ACCOUNTS
  • Average Account Value
    $161,765
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
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.

CA

Financial Advisors at Biltmore Wealth Management, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Caleb R. Overton
CRD#: 4582453
735 State Street, Suite 207, Santa Barbara, CA 93101
83
Wealthminder
score

Caleb Overton (CRD# 4582453) is an Investment Advisor Representative working at Biltmore Wealth Management, LLC in Santa Barbara, CA and has over 13 years of experience in the finance industry.

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