BILTMORE WEALTH MANAGEMENT, LLC
CRD #151365 SEC #801-81007 TEMPE, AZ 480-998-1819
SEC Registered
Total AUM
$396.7M
Discretionary
$396.7M
Employees
4
Clients
0
Accounts
568
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2025 | $396.7M | $396.7M | $0 | 4 | 0 |
| Sep 2024 | $350.6M | $350.6M | $0 | 4 | 0 |
| Feb 2024 | $350.6M | $350.6M | $0 | 4 | 0 |
| Feb 2024 | $350.6M | $350.6M | $0 | 4 | 0 |
| Feb 2023 | $287.3M | $287.3M | $0 | 4 | 0 |
| Aug 2022 | $304.5M | $304.5M | $0 | 3 | 0 |
| Feb 2022 | $304.5M | $304.5M | $0 | 3 | 0 |
| Oct 2021 | $252.5M | $251.7M | $725.1K | 3 | 0 |
| Jan 2021 | $252.5M | $251.7M | $725.1K | 3 | 0 |
| Sep 2020 | $240.5M | $239.7M | $785K | 3 | 0 |
| Jun 2020 | $240.5M | $239.7M | $785K | 3 | 0 |
| Jun 2020 | $240.5M | $239.7M | $785K | 3 | 0 |
| May 2020 | $240.5M | $239.7M | $785K | 3 | 0 |
| Feb 2020 | $240.5M | $239.7M | $785K | 3 | 0 |
| Jan 2019 | $198.7M | $196.6M | $2.1M | 3 | 0 |
| Jun 2018 | $197.4M | $194.5M | $2.9M | 3 | 0 |
| Apr 2018 | $197.4M | $194.5M | $2.9M | 3 | 0 |
| Feb 2018 | $197.4M | $194.5M | $2.9M | 3 | 0 |
| Jan 2017 | $186.7M | $185.1M | $1.7M | 3 | 300 |
| May 2016 | $157.6M | $154.7M | $2.9M | 3 | 297 |
| Feb 2016 | $157.6M | $154.7M | $2.9M | 3 | 297 |
| Apr 2015 | $142.2M | $131.2M | $11M | 2 | 148 |
| Feb 2015 | $142.2M | $131.2M | $11M | 2 | 148 |
| Jun 2012 | $88.4M | $74.5M | $13.9M | 1 | 300 |
| Jun 2012 | $88.4M | $74.5M | $13.9M | 1 | 300 |
| Apr 2012 | $88.4M | $74.5M | $13.9M | 1 | 300 |
| Apr 2012 | $88.4M | $74.5M | $13.9M | 1 | 300 |
| Feb 2012 | $88.4M | $74.5M | $13.9M | 1 | 300 |
| Jan 2012 | $88.4M | $74.5M | $13.9M | 1 | 300 |
| Jan 2012 | $88.4M | $74.5M | $13.9M | 1 | 300 |
| Sep 2011 | $78.3M | $72.6M | $5.7M | 5 | -- |
| Mar 2011 | $82.3M | $74.7M | $7.6M | 5 | -- |
| Jan 2011 | $71.6M | $57.3M | $14.3M | 5 | -- |
| Jun 2010 | $71.6M | $57.3M | $14.3M | 5 | -- |
| Jan 2010 | $0 | $0 | $0 | 5 | -- |
| Jan 2010 | $0 | $0 | $0 | 5 | -- |
DateFeb 2025
Total AUM$396.7M
Discretionary$396.7M
Non-Disc.$0
Employees4
Clients0
DateSep 2024
Total AUM$350.6M
Discretionary$350.6M
Non-Disc.$0
Employees4
Clients0
DateFeb 2024
Total AUM$350.6M
Discretionary$350.6M
Non-Disc.$0
Employees4
Clients0
DateFeb 2024
Total AUM$350.6M
Discretionary$350.6M
Non-Disc.$0
Employees4
Clients0
DateFeb 2023
Total AUM$287.3M
Discretionary$287.3M
Non-Disc.$0
Employees4
Clients0
DateAug 2022
Total AUM$304.5M
Discretionary$304.5M
Non-Disc.$0
Employees3
Clients0
DateFeb 2022
Total AUM$304.5M
Discretionary$304.5M
Non-Disc.$0
Employees3
Clients0
DateOct 2021
Total AUM$252.5M
Discretionary$251.7M
Non-Disc.$725.1K
Employees3
Clients0
DateJan 2021
Total AUM$252.5M
Discretionary$251.7M
Non-Disc.$725.1K
Employees3
Clients0
DateSep 2020
Total AUM$240.5M
Discretionary$239.7M
Non-Disc.$785K
Employees3
Clients0
DateJun 2020
Total AUM$240.5M
Discretionary$239.7M
Non-Disc.$785K
Employees3
Clients0
DateJun 2020
Total AUM$240.5M
Discretionary$239.7M
Non-Disc.$785K
Employees3
Clients0
DateMay 2020
Total AUM$240.5M
Discretionary$239.7M
Non-Disc.$785K
Employees3
Clients0
DateFeb 2020
Total AUM$240.5M
Discretionary$239.7M
Non-Disc.$785K
Employees3
Clients0
DateJan 2019
Total AUM$198.7M
Discretionary$196.6M
Non-Disc.$2.1M
Employees3
Clients0
DateJun 2018
Total AUM$197.4M
Discretionary$194.5M
Non-Disc.$2.9M
Employees3
Clients0
DateApr 2018
Total AUM$197.4M
Discretionary$194.5M
Non-Disc.$2.9M
Employees3
Clients0
DateFeb 2018
Total AUM$197.4M
Discretionary$194.5M
Non-Disc.$2.9M
Employees3
Clients0
DateJan 2017
Total AUM$186.7M
Discretionary$185.1M
Non-Disc.$1.7M
Employees3
Clients300
DateMay 2016
Total AUM$157.6M
Discretionary$154.7M
Non-Disc.$2.9M
Employees3
Clients297
DateFeb 2016
Total AUM$157.6M
Discretionary$154.7M
Non-Disc.$2.9M
Employees3
Clients297
DateApr 2015
Total AUM$142.2M
Discretionary$131.2M
Non-Disc.$11M
Employees2
Clients148
DateFeb 2015
Total AUM$142.2M
Discretionary$131.2M
Non-Disc.$11M
Employees2
Clients148
DateJun 2012
Total AUM$88.4M
Discretionary$74.5M
Non-Disc.$13.9M
Employees1
Clients300
DateJun 2012
Total AUM$88.4M
Discretionary$74.5M
Non-Disc.$13.9M
Employees1
Clients300
DateApr 2012
Total AUM$88.4M
Discretionary$74.5M
Non-Disc.$13.9M
Employees1
Clients300
DateApr 2012
Total AUM$88.4M
Discretionary$74.5M
Non-Disc.$13.9M
Employees1
Clients300
DateFeb 2012
Total AUM$88.4M
Discretionary$74.5M
Non-Disc.$13.9M
Employees1
Clients300
DateJan 2012
Total AUM$88.4M
Discretionary$74.5M
Non-Disc.$13.9M
Employees1
Clients300
DateJan 2012
Total AUM$88.4M
Discretionary$74.5M
Non-Disc.$13.9M
Employees1
Clients300
DateSep 2011
Total AUM$78.3M
Discretionary$72.6M
Non-Disc.$5.7M
Employees5
Clients--
DateMar 2011
Total AUM$82.3M
Discretionary$74.7M
Non-Disc.$7.6M
Employees5
Clients--
DateJan 2011
Total AUM$71.6M
Discretionary$57.3M
Non-Disc.$14.3M
Employees5
Clients--
DateJun 2010
Total AUM$71.6M
Discretionary$57.3M
Non-Disc.$14.3M
Employees5
Clients--
DateJan 2010
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--
DateJan 2010
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--