Biltmore Wealth Management LLC

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Assets, Funds, Holdings

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Biltmore Wealth Management LLC
CRD #151365
SEC #801-81007
CIK #0001598102
AUM $350.6 MM (2024-02-20)
Employees 4 (75% Investors, 0% Brokers)
Phone480-998-1819
Address1400 E Southern Avenue
Tempe, AZ 85282
Source [IAPD] [EDGAR] [Website]
Total AUM ($MM)
4003202401608002010201520202025
Sector Form 13F Holdings Cap ($MM) Value ($MM)
GLD 7.6
NVDA 399,550.0 2.7
AAPL 2,382,844.0 1.5
ETN 51,598.7 1.4
MU 64,610.3 1.3
COST 207,576.9 1.2
AMZN 1,092,997.8 1.2
CSX 63,357.9 1.0
PG 338,108.9 0.9
HCA 51,952.1 0.9
View All
Holdings by Sector ($MM)
3002401801206002014201720212025
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 118 28.9
(b) Individuals (high net worth individuals) 70 319.2
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 2.0
(h) Charitable organizations 0 0.6
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 555 350.6
By Discretionary
Discretionary 555 350.6
Non-Discretionary 0 0.0
Total 555 350.6
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 350.6
Total 555 350.6
EDGAR Form CIK 2011 - 2024
13F-HR [0001598102]
Comparable Firms State AUM ($BB)
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OR 0.4
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FL 0.4
Portfolio Advisory Council LLC
TX 0.4
Lumbard & Kellner LLC
NH 0.4
Colton Groome Financial Advisors LLC
NC 0.4
Eight 31 Financial LLC
TX 0.4
Encompass Wealth Advisors LLC
OR 0.4
Mayport LLC
MA 0.4
BR Capital Advisors LLC
FL 0.4
Castle Wealth Management LLC
FL 0.4
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