Overview
Assets Under Management: $397 million
Headquarters: TEMPE, AZ
High-Net-Worth Clients: 100
Average Client Assets: $3 million
Frequently Asked Questions
BILTMORE WEALTH MANAGEMENT, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #151365), BILTMORE WEALTH MANAGEMENT, LLC is subject to fiduciary duty under federal law.
BILTMORE WEALTH MANAGEMENT, LLC is headquartered in TEMPE, AZ.
BILTMORE WEALTH MANAGEMENT, LLC serves 100 high-net-worth clients according to their SEC filing dated February 05, 2025. View client details ↓
According to their SEC Form ADV, BILTMORE WEALTH MANAGEMENT, LLC offers portfolio management for individuals and portfolio management for institutional clients. View all service details ↓
BILTMORE WEALTH MANAGEMENT, LLC manages $397 million in client assets according to their SEC filing dated February 05, 2025.
According to their SEC Form ADV, BILTMORE WEALTH MANAGEMENT, LLC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 100
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 86.15
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 568
Discretionary Accounts: 568
Regulatory Filings
CRD Number: 151365
Last Filing Date: 2025-02-05 00:00:00
Website: https://biltmorewealthaz.com