Biltmore Wealth Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Tempe, AZ. Its latest Form ADV filing, dated February 17, 2026, reports $440M in regulatory assets under management, 4 employees, and 639 accounts.
Assets Under Management
$440M
Employees
4
Offices
--
Total Clients
307
Primary office
TEMPE, AZ
1400 E. SOUTHERN AVENUE, SUITE 650, TEMPE, AZ, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 68.7% of total clients.
Top client categories% of clientsClients
1
Individuals
68.7%
211
2
HNWI
31.3%
96
Categories with <5 clients
Charitable Organizations<5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$440Mas of February 17, 2026
Discretionary100.0%
$440M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$440M
Total Accounts639
10Y AUM Change+$253M (+135.4%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee77:1
10Y Employee Change+1 (+33.3%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.