Unclaimed Profile

Filipe Delvaux

ATHOS PRIVATE WEALTH LLC·HOLLADAY, Utah

SIE, Series 7, Series 63, Series 66Clean record9 years registeredATHOS PRIVATE WEALTH LLC

4725 S HOLLADAY BLVD, HOLLADAY, UT 84117CRD# 5840592Firm CRD# 309862

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Filipe Delvaux · HOLLADAY, UT

Registration

CRD #5840592 · ATHOS PRIVATE WEALTH LLC · 9 years registered

Brand Profile

Not yet started

Career History

DELVAUX WEALTH MANAGEMENT

Jun 2025 – present

ATHOS PRIVATE WEALTH LLC

Mar 2024 – Mar 2025

HOLLADAY, UT

CHARLES SCHWAB & CO., INC.

May 2020 – Feb 2024

Frisco, CO

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

May 2017 – May 2019

SCOTTSDALE, AZ

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 63

Series 66

Registration record

First registered · May 17, 2017

Years registered · 9

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

ATHOS PRIVATE WEALTH LLC

CRD 309862 · SEC 801-127736

AUM

$139M

Regulatory assets under management

Employees

218 client accounts

Services offered by ATHOS PRIVATE WEALTH LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Pension consulting

Security ratings or pricing services

Other

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

High Net Worth Individuals

View all advisors at ATHOS PRIVATE WEALTH LLC →

Introduction

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Frequently Asked Questions

What services does Filipe Delvaux offer?

Filipe Delvaux specializes in Financial Planning, Investment Management, Retirement Planning. Contact their office in HOLLADAY, Utah for a consultation.

What are Filipe Delvaux's credentials?

Filipe Delvaux is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Filipe Delvaux located?

Filipe Delvaux is based in HOLLADAY, Utah, working with ATHOS PRIVATE WEALTH LLC. Their office serves clients in the HOLLADAY metropolitan area and surrounding communities.

How does Filipe Delvaux charge for services?

Filipe Delvaux's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is ATHOS PRIVATE WEALTH LLC?

ATHOS PRIVATE WEALTH LLC has approximately 8 employees and manages $139M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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