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Robert Kent Shattuck

ATHOS PRIVATE WEALTH LLC·HOLLADAY, Utah
Series 7, Series 63, Series 65Clean record10 years registeredATHOS PRIVATE WEALTH LLC
4725 S HOLLADAY BLVD, HOLLADAY, UT 84117CRD# 5878704Firm CRD# 309862

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Robert Kent Shattuck · HOLLADAY, UT
Registration
CRD #5878704 · ATHOS PRIVATE WEALTH LLC · 10 years registered
Brand Profile
Not yet started
01

Career History

ATHOS PRIVATE WEALTH LLC
Jul 2020 – present
ICONIQ CAPITAL, LLC
Sep 2015 – Aug 2020
SAN FRANCISCO, CA
02

Registrations & Exams

FINRA examinations passed
Series 7
Series 63
Series 65
Registration record
First registered · September 17, 2015
Years registered · 10
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
ATHOS PRIVATE WEALTH LLC
CRD 309862 · SEC 801-127736
AUM
$139M
Regulatory assets under management
Employees
8
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 →
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05

Frequently Asked Questions

What services does Robert Kent Shattuck offer?
Robert Kent Shattuck specializes in Financial Planning, Investment Management, Retirement Planning. Contact their office in HOLLADAY, Utah for a consultation.
What are Robert Kent Shattuck's credentials?
Robert Kent Shattuck is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Robert Kent Shattuck located?
Robert Kent Shattuck 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 Robert Kent Shattuck charge for services?
Robert Kent Shattuck'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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Filipe Delvaux
HOLLADAY, UT

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