Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
General
Location
Santa Barbara, CA, US
Profile Type
Buyer | Merge
Fee 0% Commission 100%
AUM
$35,000,000.00
Gross Revenue
$320,000.00
# of Accounts
200
Avg Client Age
55
Overview

Biltmore Wealth Management, LLC is an RIA in Santa Barbara and we custody assets at Schwab. Our main focus is managing client's assets using stocks, bonds and ETFs - in addition to financial planning. We are looking at growing through adding advisors or buying an existing practice that is fee-based.

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