CRD: 151365
Biltmore Wealth Management, LLC
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 01-28-2010
- Office Locations
- 1
Office Locations
About Biltmore Wealth Management, LLC
Biltmore Wealth Management is a boutique RIA in Tempe, AZ offering high-touch, goal-based wealth management across financial, retirement, cash, and advanced/legacy planning. The team builds personalized plans and provides investment management using proprietary portfolio models tailored to client objectives, with portfolios that can be implemented in ETF-focused accounts and custody at Charles Schwab.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
TIMOTHY ALAN CARPENTER
Managing Member, Portfolio Manager
- CRD
- #1263145
- Ownership
- 50% but less than 75%
KEVIN JOHN SWEENEY
Chief Compliance Officer
- CRD
- #3256045
- Ownership
- 25% but less than 50%
Showing 2 of 2 owners & executives
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MAX DAVID ROSSITER
Financial Advisor, General Partner
- CRD
- #6262378
Showing 1 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $439,606,710 | $687,960 |
| Non-Discretionary | $0 | -- |
| Total | $439,606,710 | $687,960 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Public Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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