ATHOS PRIVATE WEALTH LLC

4725 S Holladay Blvd
Suite 130
Holladay, Utah 84117
Tel: 435-252-1099

About ATHOS PRIVATE WEALTH LLC

ATHOS PRIVATE WEALTH LLC, formally registered with the SEC as ATHOS PRIVATE WEALTH LLC. The firm was established in 04/26/2023. They have over 1 offices throughout the country.

ATHOS PRIVATE WEALTH LLC is a Holladay, Utah based Financial Planning firm with nearly $139,115,869 assets under management, offering retirement planning & investment advisory services to 218 clients. The firm is staffed with 8 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	309862
SEC#	801-127736
Assets Managed by Firm	$139,115,869
No. of Clients	218
No. of Advisors	8

Fee Structure

A percentage of AUM
Performance Based

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Selection for other advisors
Other (CONSULTING)

Firm Client Information

	No. of Clients	AUM
Firm Total	218	$139,115,869
Individuals (other than high net worth individuals)	37	$11,085,206
High net worth individuals	61	$83,671,355

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