Biltmore Wealth Management LLC
Legal Name: BILTMORE WEALTH MANAGEMENT, LLC
6720 N. SCOTTSDALE ROAD, SUITE 110, SCOTTSDALE, AZ
Full Contact Details
Biltmore Wealth Management LLC
6720 N. SCOTTSDALE ROAD, SUITE 110, SCOTTSDALE, AZ
480-998-1819
480-948-3839
Other Info
Biltmore Wealth Management LLC is legally known as BILTMORE WEALTH MANAGEMENT, LLC. It is a DE Limited Liability Company. This firm has 3 employees, of which 3 are employees in advisory roles. The number of clients served by it is unknown. The firm's last reported SEC (U.S. Securities and Exchange Commission) status is listed as “Approved”, with a registration date of Feb 25, 2015.
Direct Owners
-
KEVIN JOHN SWEENEY
CHIEF COMPLIANCE OFFICER/MEMBER owns more than 25% but less than 50%
-
TIMOTHY ALAN CARPENTER
MANAGING MEMBER owns more than 50% but less than 75%
Firms Located Nearby
Top Holdings
Period of report:
Jun 30, 2019
|
Effectiveness Date:
Jul 23, 2019
- SPDR SER TR $65,759k
- SELECT SECTOR SPDR $16,957k
- SELECT SECTOR SPDR $15,798k
- SELECT SECTOR SPDR TR SBI HEALTHCARE $15,274k
- SELECT SECTOR SPDR $14,698k
- ISHARES TR $12,927k
- SELECT SECTOR SPDR TR SBI CONS STPLS $8,090k
- SELECT SECTOR SPDR TR SBI INT-UTILS $7,153k
- SELECT SECTOR SPDR $6,540k
- SELECT SECTOR SPDR $6,185k