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).
-
Total Assets Under Management139MILLION
-
Total Number of Accounts218ACCOUNTS
-
Average Account Value$638,146
- A percentage of assets under your management
- Performance-based fees
- 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
CA, CO, TX, UT
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.
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.
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.