Athos Private Wealth LLC

Athos Private Wealth LLC (CRD# 309862) is a financial advisory firm headquartered in Holladay, UT. They manage $139,115,869 in 218 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details
4725 S Holladay Blvd, Suite 130, Holladay, UT 84117
https://www.instagram.com/athoswealth/
By the Numbers
  • Total Assets Under Management
    139
    MILLION
  • Total Number of Accounts
    218
    ACCOUNTS
  • Average Account Value
    $638,146
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, CO, TX, UT

Financial Advisors at Athos Private Wealth LLC
Showing 1 - 3 of 3 top financial advisors.
1
Robert Shattuck, financial advisor Holladay UT
Robert K. Shattuck
CRD#: 5878704
4725 S Holladay Blvd, Suite 130, Holladay, UT 84117

Robert Shattuck (CRD# 5878704) is an Investment Advisor Representative working at Athos Private Wealth LLC in Holladay, UT and has over 11 years of experience in the finance industry.

2
Haylie Lahtinen, financial advisor Holladay UT
Haylie J. Lahtinen
CRD#: 7588813
4725 S Holladay Blvd, Suite 130, Holladay, UT 84117

Haylie Lahtinen (CRD# 7588813) is an Investment Advisor Representative working at Athos Private Wealth LLC in Holladay, UT and has 1 year of experience in the finance industry.

3
Alex Shigeta, financial advisor Holladay UT
Alex Shigeta
CRD#: 7582430
4725 S Holladay Blvd, Suite 130, Holladay, UT 84117

Alex Shigeta (CRD# 7582430) is an Investment Advisor Representative working at Athos Private Wealth LLC in Holladay, UT and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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