RIA Intel›Advisers›Arizona›BILTMORE WEALTH MANAGEMENT, LLC

BILTMORE WEALTH MANAGEMENT, LLC

Advisory

N·TEMPE, AZ

Data as of Feb 17, 2026 · Source: SEC Form ADV

Total AUM
$440M
1-Year AUM Growth
0.0%
3-Year CAGR
+11.9%
Employees
3
Assets Under Management
Total AUM$440M
Discretionary AUM$440M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients291
Team
Total Employees3
Investment Advisers4
Employee Growth (1Y)0.0%
Filing History
Total Filings on Record36
First FilingDec 9, 2009
Latest FilingFeb 17, 2026
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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👥 Owners & Officers

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🏦 Client Demographics

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