Overview
Assets Under Management: $268 million
Headquarters: HOLLADAY, UT
High-Net-Worth Clients: 75
Average Client Assets: $2.3 million
Frequently Asked Questions
ATHOS PRIVATE WEALTH LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #309862), ATHOS PRIVATE WEALTH LLC is subject to fiduciary duty under federal law.
ATHOS PRIVATE WEALTH LLC is headquartered in HOLLADAY, UT.
ATHOS PRIVATE WEALTH LLC serves 75 high-net-worth clients according to their SEC filing dated March 31, 2026. View client details ↓
According to their SEC Form ADV, ATHOS PRIVATE WEALTH LLC offers financial planning, portfolio management for individuals, portfolio management for pooled investment vehicles, and selection of other advisors. View all service details ↓
ATHOS PRIVATE WEALTH LLC manages $268 million in client assets according to their SEC filing dated March 31, 2026.
According to their SEC Form ADV, ATHOS PRIVATE WEALTH LLC serves high-net-worth individuals and pooled investment vehicles. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 75
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 65.26%
Average Client Assets: $2.3 million
Total Client Accounts: 928
Discretionary Accounts: 928
Regulatory Filings
CRD Number: 309862
Filing ID: 2052332
Last Filing Date: 2026-03-31 20:53:03