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Home > Retirement Planners > arizona > tempe > BILTMORE WEALTH MANAGEMENT, LLC
BILTMORE WEALTH MANAGEMENT, LLC
1400 E. Southern Avenue
Suite 650
Tempe, Arizona 85282
Tel: 480-998-1819
About BILTMORE WEALTH MANAGEMENT, LLC
BILTMORE WEALTH MANAGEMENT, LLC, formally registered with the SEC as BILTMORE WEALTH MANAGEMENT, LLC. The firm was established in 02/25/2015. They have over 1 offices throughout the country.
BILTMORE WEALTH MANAGEMENT, LLC is a Tempe, Arizona based Financial Planning firm with nearly $287,290,000 assets under management, offering retirement planning & investment advisory services to 547 clients. The firm is staffed with 4 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
| Firm CRD# | 151365 |
| SEC# | 801-81007 |
| Assets Managed by Firm | $287,290,000 |
| No. of Clients | 547 |
| No. of Advisors | 4 |
Fee Structure
- A Percentage of AUM
Advisory Services Provided
- Portfolio Management for Individuals
- Portfolio Management for Business
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 547 | $287,290,000 |
| Individuals (other than high net worth individuals) | 202 | $23,338,595 |
| High net worth individuals | 102 | $262,147,670 |
| Pension and profit sharing plans | $1,278,456 | |
| Charitable organizations | Fewer than 5 clients | $525,279 |
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