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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 $396,736,147 assets under management, offering retirement planning & investment advisory services to 568 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 | $396,736,147 |
| No. of Clients | 568 |
| No. of Advisors | 4 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 568 | $396,736,147 |
| Individuals (other than high net worth individuals) | 191 | $51,884,299 |
| High net worth individuals | 100 | $341,794,211 |
| Pension and profit sharing plans | Fewer than 5 clients | $2,401,902 |
| Charitable organizations | Fewer than 5 clients | $655,735 |
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