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Home > Retirement Planners > utah > holladay > ATHOS PRIVATE WEALTH LLC
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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