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Biltmore Wealth Management LLC
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CRD # | 151365 |
SEC # | 801-81007 |
CIK # | 0001598102 |
AUM | $350.6 MM (2024-02-20) |
Employees | 4 (75% Investors, 0% Brokers) |
Phone | 480-998-1819 |
Address | 1400 E Southern Avenue Tempe, AZ 85282 |
Source | [IAPD] [EDGAR] [Website] |
Total AUM ($MM) |
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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 ($MM) |
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AUM Breakdown | Accounts | AUM ($MM) |
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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 |
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13F-HR | [0001598102] |
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OR | 0.4 |
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TX | 0.4 |
Lumbard & Kellner LLC
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Colton Groome Financial Advisors LLC
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NC | 0.4 |
Eight 31 Financial LLC
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TX | 0.4 |
Encompass Wealth Advisors LLC
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Mayport LLC
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MA | 0.4 |
BR Capital Advisors LLC
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FL | 0.4 |
Castle Wealth Management LLC
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FL | 0.4 |