Athos Private Wealth LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Holladay, UT. Its latest Form ADV filing, dated March 31, 2026, reports $268M in regulatory assets under management, 7 employees, and 928 accounts.
Assets Under Management
$268M
Employees
7
Offices
--
Total Clients
146
Primary office
HOLLADAY, UT
4725 S HOLLADAY BLVD, SUITE 130, HOLLADAY, UT, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Performance-based fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentHNWI represent 51.4% of total clients.
Top client categories% of clientsClients
1
HNWI
51.4%
75
2
Individuals
28.8%
42
3
Pooled Investment Vehicles
19.9%
29
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$268Mas of March 31, 2026
Discretionary100.0%
$268M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$268M
Total Accounts928
10Y AUM Change+$165M (+160.5%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees7
Clients per Employee21:1
10Y Employee Change+2 (+40.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.