BILTMORE WEALTH MANAGEMENT, LLC
SEC RegisteredWealth Management for a Secure Financial Future
About the firm
Biltmore Wealth Management, LLC was founded in 2010 with the vision of helping clients protect and simplify their financial futures. As a boutique Registered Investment Advisory firm, they maintain independence to tailor proprietary portfolio models to meet clients' individual goals and objectives. Their investment approach is based on the Value Investing Theory, with actively managed portfolios reviewed on an ongoing basis.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Financial Planning, Retirement Planning, Investment Management, Cash Management, and Advanced Planning (legacy and next-generation wealth preservation).
Who they serve
Individual clients and their families seeking personalized wealth management plans across every stage of life, served through a high-touch, selective client/advisor relationship.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 211 | $66M |
| High Net Worth Individuals | 96 | $369M |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
3 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| First $500,000 | 1.35% |
| Next $500,000 | 1.20% |
| Next $2,000,000 | 1.00% |
| Over $3,000,000 | 0.80% |
Data as of February 17, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. BILTMORE WEALTH MANAGEMENT, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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