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BILTMORE WEALTH MANAGEMENT, LLC
CRD 151365 · SEC 801-81007
1400 E. SOUTHERN AVENUE, SUITE 650, TEMPE, AZ, 85282, United States
Phone
480-998-1819
Fax
480-948-3839
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$439.6M
Discretionary AUM
$439.6M
Team
4 total employees; 3 advisory reps
Clients
0
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-02-17
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 211 | $66.0M |
| High net worth individuals | 96 | $368.6M |
States served
AZ, CA, CO, LA, MI, NY, NC, OH, OK, TN, WA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD