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Athos Private Wealth LLC

Athos Private Wealth LLC. CRD 309862

Athos Private Wealth LLC logo

CRD: 309862

Athos Private Wealth LLC

Holladay, UT, 84117
4352521099
athoscrypto.com
$268.5M Total AUM
$268.5M Disc. AUM
-- 3Y CAGR
7 Employees
146 ADV. Clients
6 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company · First Republic Bank · JP Morgan
Clients
Retail and Institutional
Platforms
Beacon elementNorth ember
Established Date
07-16-2020
Office Locations
4

Office Locations

4725 S Holladay Blvd Suite 130 Holladay UT
-- -- --
-- -- CA

About Athos Private Wealth LLC

Athos Private Wealth LLC is a Holladay-based RIA with 4 offices. The firm has been operating for 6 years. Managing $268.5M in total assets under management, with 4 advisory representatives. They custody assets with Charles Schwab & Company and First Republic Bank. Services offered include Asset Management, Financial Planning, Insurance.

Team overview

46 AVG AGE
$67.1M AVG AUM / ADVISOR
$1.8M AVG AUM / CLIENT
3.7 yrs AVG TENURE
7 Employees
4 Advisory Reps
4 RIA Reps
6yrs Firm Age

Insights

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Asset Classes

Foundation capital Legacy foundation Element Eagle ridge Pioneer signal Meridian wave Horizon Horizon vertex Oak Eagle Pioneer Unison

Investment Themes

Delta beacon

Investment Vehicles

Vertex atlas Pathway alpha

Services

Eagle catalyst Unison vertex Harbor Peak insight

Technology

Oak timber Catalyst

Owner & Executives

R

ROBERT KENT SHATTUCK

Chief Compliance Officer, Chief Executive Officer, Managing Partner

CRD
#5878704
Ownership
75% or more
(720) 571-1949
insight.capital@harborcapital.com
in linkedin.com/in/north-value
C

Christina Rice

--

CRD
--
Ownership
Less than 5%
(475) 786-7159
capital.value@horizoncapital.com
in linkedin.com/in/vertex-legacy

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Contacts

K

Kristy Brown

Executive Assistant

CRD
--
(311) 235-8970
vital.focus@matrixcapital.com
in linkedin.com/in/pioneer-crest
F

Filipe Delvaux

Partner & Co-Chief Investment Officer

CRD
--
(907) 500-6189
insight.unison@eaglecapital.com
in linkedin.com/in/vertex-matrix
S

Signal ridge

Timber vertex peak

CRD
#25630
(261) 582-5212
pathway.peak@harborcapital.com
in linkedin.com/in/meridian-focus

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
12-05-2023
10-02-2024
08-09-2025
03-31-2026
Category Assets AVG. Account size
Discretionary $268,494,780 $289,326
Non-Discretionary $0 --
Total $268,494,780 $289,326

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Separately Managed Accounts

Total SMA Asset: $191,898,337

$191.9M Total SMA
Public Funds:
16.6%
Equity - Exchange:
17.9%
Municipal Bonds:
15.8%
Cash:
6.0%
Corporate - Investment Grade:
16.9%
U.S. Government/Agency:
13.1%
Other:
13.7%
Asset class Assets Assets %
Public Funds $1,203,455,711 16.6%
Equity - Exchange $1,297,702,243 17.9%
Municipal Bonds $1,145,457,845 15.8%
Cash $434,983,992 6.0%
Corporate - Investment Grade $1,225,204,911 16.9%
U.S. Government/Agency $949,715,049 13.1%
Other $993,213,448 13.7%
Total $7,249,733,199 100.0%

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