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Building 2BILTMORE WEALTH MANAGEMENT, LLC

Map pinTEMPE, AZ
Phone480-998-1819
NotebookSEC #801-81007
Total AUM
$439.6M
Employees
4
Clients
309

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1400 E. SOUTHERN AVENUE
SUITE 650
TEMPE
AZ 85282
United States
Operating Hours
8:00AM -- 5:00PM
Monday - Friday
Phone
480-998-1819

ReceiptFinancials

Total AUM
$439.6M
Accounts
639
Discretionary
$439.6M
Accounts
639
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
211
AUM
$66M
HNW Individual Clients
96
AUM
$368.6M
Pension/Profit Sharing Plan Clients
1
AUM
$4.6M
Charitable Organization Clients
1
AUM
$356.2K

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOFLLAMINCNYOHOKTNTXWA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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