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Biltmore Wealth Management, LLC

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Client assets under management

$434,648,254

Clients

307

31% high-net worth

Advisors

3

of 4 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

More info

Clients per advisor

102

High

Average account size

$1,415,792

About

Biltmore Wealth Management provides investment advisory and financial planning services to individuals (including high net worth clients), business entities, trusts, estates and charitable organizations. The firm manages roughly $440 million on a discretionary basis across about 300 client accounts and also offers cash‑management support such as view‑only Schwab High Yield Investor Checking to generate spending reports and budgets.

The firm employs proprietary investment models with ongoing monitoring and proactive rebalancing, delivering individualized portfolios on a discretionary or non‑discretionary basis aligned to each client’s objectives. While Biltmore uses conventional long‑ and short‑term equity and fixed‑income strategies, it also permits the use of options, short sales, inverse and leveraged ETFs, and borrowing (including margin loans and borrowing in separately managed accounts), all of which the brochure identifies as higher‑risk tools that clients may restrict in writing.

Distinctive features disclosed in the brochure include that some representatives are licensed insurance agents who may recommend commission‑based insurance products, a relationship the firm acknowledges as a potential conflict of interest that clients can avoid. The firm also discloses its status as a level‑fee fiduciary for certain retirement accounts under DOL standards, its receipt of custodial support services from Schwab, and written policies for personal trading, third‑party money movement and proxy handling.

Client services

Portfolio management

Expertise

Options & derivatives strategies

Fee options

Percentage

$0 - $500,000: 1.35% $500,001 - $1,000,000: 1.20% $1,000,001 - $3,000,000: 1.00% $3,000,001+: 0.80%

Other

Fee-only: Fee-only basis; no commissions from securities sales.

Main office location

Biltmore Wealth Management, LLC

1400 E. Southern Avenue, Suite 650

Tempe AZ 85282, United States

Number of offices

1

Most active in

More info

Arizona · California · Colorado · Florida · Louisiana · Michigan · New York · North Carolina · Ohio · Oklahoma · Tennessee · Texas · Washington

Disclosures

More info

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

More info

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

Website 480-998-1819

Advisors at this firm

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user avatar

Kevin S

CFP®, Series 63, Series 65

Tempe, AZ

Biltmore Wealth Management, LLC

Kevin Sweeney is a CFP® professional with 16 years of experience in the financial services industry. He has been with Biltmore Wealth Management, LLC since 2010. The firm provides investment advisory and financial planning services to individuals, business entities, trusts, estates, and charitable organizations. Biltmore Wealth Management manages approximately $440 million across about 300 client accounts, employing proprietary investment models with ongoing monitoring and proactive rebalancing to deliver individualized portfolios aligned with client objectives.

Options & derivatives strategies
user avatar

Timothy C

Series 63, Series 65

Tempe, AZ

Biltmore Wealth Management, LLC

Timothy Carpenter is a financial advisor at Biltmore Wealth Management, LLC in Tempe, AZ, holding Series 63 and Series 65 designations with 16 years of industry experience. He has been with Biltmore Wealth Management since 2010. Biltmore Wealth Management provides investment advisory and financial planning services to individuals, business entities, trusts, estates, and charitable organizations. The firm manages approximately $440 million across about 300 client accounts, employing proprietary investment models with ongoing monitoring and proactive rebalancing to deliver individualized portfolios aligned with client objectives.

Options & derivatives strategies
user avatar

Max R

Series 65

Tempe, AZ

Biltmore Wealth Management, LLC

Max Rossiter is a financial advisor at Biltmore Wealth Management, LLC in Tempe, AZ, holding a Series 65 designation with 11 years of industry experience. He has been with Biltmore Wealth Management since 2015. Biltmore Wealth Management provides investment advisory and financial planning services to individuals, business entities, trusts, estates, and charitable organizations. The firm manages approximately $440 million in discretionary assets across about 300 client accounts, employing proprietary investment models with ongoing monitoring and proactive rebalancing to deliver individualized portfolios aligned with client objectives.

Options & derivatives strategies
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