Kevin John Sweeney
Investment adviser representative at Biltmore Wealth Management, LLC
16 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$439.6MFirm assets
Are you Kevin John Sweeney? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
16 years in the industry.
- Biltmore Wealth Management, LLCJan 2010 to now
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1999
- Series 65 · Uniform Investment Adviser Law2010
State registrations
Registered as an investment adviser representative in 2 states (AZ, TX).
Biltmore Wealth Management, LLC
$439.6MAssets managed
307Clients
3Advisers
11 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 3256045
- Firm CRD
- 151365