Timothy Carpenter has been Managing Member of Biltmore Wealth Management since January 2010, is a control person of the firm and directly owns between 50% and 75% of it. Timothy Carpenter holds a Degree in Aviation Maintenance Technology from Vincennes University.
Biltmore Wealth Management, LLC is a Tempe, AZ firm with $440M under management, 307 clients and 3 advisers in one office, as of its February 2026 filing.
Tim Carpenter is Co-Founder and Portfolio Manager of Biltmore Wealth Management. He started his financial career with Dean Witter 30 years ago and serves as the firm's Portfolio Manager, with a primary focus on portfolio management. Earlier he worked for ten years as a supervisor for Republic Airlines in maintenance, repair and overhaul.
- – present · 16 yearsTempe, AZ · Adviser representative · Firm CRD 151365
Investment adviser representative registrations
Timothy Carpenter is registered as an investment adviser representative in Arizona, since March 2010.
- ArizonaSince 3 March 2010
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 2 March 2010 |
| Series 3 | National Commodity Futures Examination | 9 November 1987 |
| Series 63 | Uniform Securities Agent State Law Examination | 19 June 1984 |
| Series 7 | General Securities Representative Examination | 19 May 1984 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- National Commodity Futures Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Timothy Alan Carpenter
- CRD
- 1263145
- Firm
- Biltmore Wealth Management · CRD 151365
- Role
- Managing Member
- Office
- 1400 E. SOUTHERN AVENUE, SUITE 650, Tempe, AZ 85282
- Registration
- Investment adviser registration
- In the industry since
- March 2010
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- biltmorewealthaz.com
Where does Timothy Carpenter work?
Timothy Carpenter has been Managing Member of Biltmore Wealth Management, LLC since January 2010, and is a control person of the firm.
Is Timothy Carpenter a financial advisor?
Yes. Timothy Carpenter has a current investment-adviser registration in Arizona, through Biltmore Wealth Management since March 2010.
How many years of experience does Timothy Carpenter have?
Timothy Carpenter has 16 years in the financial industry, since March 2010, across 1 adviser firm.
What exams has Timothy Carpenter passed?
Timothy Carpenter has passed 4 licensing exams: the Series 7, Series 63, Series 3 and Series 65. The earliest, the Series 7, was passed in May 1984.
Where is Timothy Carpenter based?
Timothy Carpenter’s registered office is in Tempe, AZ.
Is Timothy Carpenter registered with FINRA?
No. Timothy Carpenter has no current broker registration.
How can I verify Timothy Carpenter’s record?
Search CRD 1263145 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Timothy Carpenter’s full registration record.