Athos Private Wealth LLC
Athos Private Wealth LLC is an SEC-registered wealth manager in Holladay, UT with $268.5M assets under management (AUM, regulatory AUM), +52% over one year. See who owns Athos Private Wealth LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 309862, SEC 801-127736, data through 2026-03-31.
- AUM (assets under management / regulatory AUM)
- $268.5M (2026-03-31)
- Firm type
- Wealth Manager
- Location
- Holladay, UT
- Employees
- 7
- Clients
- 146
- CRD
- 309862
- Ownership
- SHATTUCK, ROBERT, KENT; Rice, Christina; Delvaux, Filipe
How much AUM does Athos Private Wealth LLC have?
Athos Private Wealth LLC reported $268.5M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-31).
Who owns Athos Private Wealth LLC?
Disclosed owners and executives of Athos Private Wealth LLC include SHATTUCK, ROBERT, KENT, Rice, Christina, Delvaux, Filipe. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.