Athos Private Wealth LLC
RIA
Firm record
As recorded in SEC IAPD
- Firm CRD
- 309862
- SEC number
- 801-127736
- Firm type
- RIA
- Assets under management
- $268.5M as of Mar 31, 2026
- Website
- www.instagram.com/ATHOSWEALTH ↗
- Phone
- 435-252-1099
- Address
- 4725 S Holladay Blvd, Holladay, UT, 84117
Advisors at this firm
4 in our index · page 1 of 1
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Haylie Janet Mathis LahtinenCRD 7588813 · Holladay, UTIA Registered
-
Robert Kent ShattuckCRD 5878704 · Holladay, UTIA Registered
-
Zachary Bryan SchelinCRD 7977552 · Holladay, UTIA Registered
-
Alex ShigetaCRD 7582430 · Holladay, UTIA Registered
1–4 of 4
Source & corrections
Where this page comes from
Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.
SEC IAPD record for firm CRD 309862 ↗
FINRA BrokerCheck record for firm CRD 309862 ↗
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Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.
Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.