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ATHOS PRIVATE WEALTH LLC
CRD 309862 · SEC 801-127736
4725 S HOLLADAY BLVD, SUITE 130, HOLLADAY, UT, 84117, United States
Phone
435-252-1099
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$268.5M
Discretionary AUM
$268.5M
Team
7 total employees; 4 advisory reps
Clients
51-100
Fees
Percentage of AUM; Performance-based fees
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (pooled vehicles)Selection of other advisersCONSULTING
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 42 | $16.7M |
| High net worth individuals | 75 | $175.2M |
| Pooled investment vehicles | 29 | $76.6M |
States served
CA, CO, NY, UT, TX
All web addresses on file
Official SEC filing: View on IAPD