Biltmore Wealth Management LLC


Assets, Funds, Holdings

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Biltmore Wealth Management LLC
CRD #151365
SEC #801-81007
AUM $240.5 MM (100% Disc, 100% US, 2020-02-06)
Employees3 (100% Investors, 0% Brokers)
Address6720 N Scottsdale Road
Scottsdale, AZ 85253
Source [IAPD] [Website]
Total AUM ($MM)
Sector Issuer Cap ($MM) Value ($MM)
XLV 14.6
XLY 14.6
SHY 11.3
XLK 10.5
XLU 5.3
XLP 5.1
XLI 3.9
XLF 3.0
XLB 2.9
PGX 2.9
View All
Holdings by Sector ($)
Comparable Firms State AUM ($BB)
McElhenny Sheffield Capital Management LLC
TX 0.2
CornerStone Wealth Advisors Inc
MN 0.2
Harvest Investment Services LLC
IL 0.2
Symons Capital Management Inc
PA 0.2
KCS Wealth Advisory LLC
CA 0.2
RWM Asset Management LLC
FL 0.2
Marketspace Financial Inc
NM 0.2
Redwood Wealth Management LLC
GA 0.2
Cuenca Frank Augustine
CA 0.2
Alliance Wealth Advisors LLC
PA 0.2
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