ATHOS PRIVATE WEALTH LLC

HOLLADAY, Utah·2 registered advisors·CRD# 309862
SEC# 801-1277360435-252-1099
01

Firm Overview

AUM
$139M
Regulatory assets under management
Employees
8
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Pension consulting
Security ratings or pricing services
Other
Compensation
Percentage of AUM
Performance-based fees
03

Specialties

Financial PlanningInvestment ManagementRetirement Planning
04

Advisors at ATHOS PRIVATE WEALTH LLC

2 registered advisors
Filipe Delvaux
HOLLADAY, Utah
Robert Kent Shattuck
HOLLADAY, Utah
05

Office Locations

HOLLADAY, Utah
2 advisors

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Data sourced from SEC Form ADV filings. ATHOS PRIVATE WEALTH LLC (CRD# 309862) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.