BILTMORE WEALTH ADVISERS, LLC
CRD #136745 SEC #801-64693 PHOENIX, AZ 602-273-7733
SEC Registered
Total AUM
--
Discretionary
--
Employees
1
Clients
101
Accounts
--
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2010 | $33.5M | $33.5M | $0 | 5 | -- |
| Mar 2010 | $33.5M | $33.5M | $0 | 5 | -- |
| Mar 2009 | $26.7M | $26.7M | $0 | 5 | -- |
| Mar 2007 | $27.2M | $24.2M | $3M | 5 | -- |
| Mar 2006 | $27.9M | $26.7M | $1.2M | 5 | -- |
| Feb 2006 | $27.9M | $26.7M | $1.2M | 5 | -- |
| Nov 2005 | $27.1M | $26M | $1.1M | 5 | -- |
| Sep 2005 | $0 | $0 | $0 | 5 | -- |
DateNov 2010
Total AUM$33.5M
Discretionary$33.5M
Non-Disc.$0
Employees5
Clients--
DateMar 2010
Total AUM$33.5M
Discretionary$33.5M
Non-Disc.$0
Employees5
Clients--
DateMar 2009
Total AUM$26.7M
Discretionary$26.7M
Non-Disc.$0
Employees5
Clients--
DateMar 2007
Total AUM$27.2M
Discretionary$24.2M
Non-Disc.$3M
Employees5
Clients--
DateMar 2006
Total AUM$27.9M
Discretionary$26.7M
Non-Disc.$1.2M
Employees5
Clients--
DateFeb 2006
Total AUM$27.9M
Discretionary$26.7M
Non-Disc.$1.2M
Employees5
Clients--
DateNov 2005
Total AUM$27.1M
Discretionary$26M
Non-Disc.$1.1M
Employees5
Clients--
DateSep 2005
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--