Biltmore Wealth Management LLC
Legal Name: BILTMORE WEALTH MANAGEMENT, LLC
6720 N. SCOTTSDALE ROAD, SUITE 110, SCOTTSDALE, AZ
480-998-1819
http://www.biltmorewealthaz.com
Frequently Asked Questions (FAQ)
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 a DE Limited Liability Company composed of three employees, all of whom serve in advisory roles. The amount of clients served by the company is unknown, but its SEC registration status is listed as Approved with a registration date of February 25, 2015.
Home - Biltmore Wealth Management, LLC
At Biltmore Wealth Management, our team works closely with you to build personalized wealth management plans that reflect your lifestyle and bring you closer to your goals.
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
- Galvin Gaustad & Stein LLC
- United Planners' Financial Services of America A Limited Partner
- Capital Wealth Alliance LLC
- Stumpf Capital Management LLC
- TFI Portfolios LLC
- SAGE FINANCIAL ADVISORS INC.
- Householder Group Estate and Retirement Specialist LLC
- Vigilare Wealth Management LLC
- MSH Capital Advisors LLC
- Corepath Wealth Partners LLC
News
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