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ATHOS PRIVATE WEALTH LLC

dba ATHOS PRIVATE WEALTH LLC · CRD 309862 · Registered Investment Adviser

Custody via related personManages private funds

ATHOS PRIVATE WEALTH LLC is a Registered Investment Adviser headquartered in HOLLADAY, UT. The firm reports $268,494,780 in regulatory assets under management across 928 accounts, and manages 29 private fund(s). It reports no Form ADV Item 11 disciplinary disclosures.

Regulatory assets under management

Discretionary$268,494,780
Non-discretionary$0
Total RAUM$268,494,780
Accounts928

Disciplinary history (Form ADV Item 11)

This adviser reports no Form ADV Item 11 disciplinary events.

About this data

Form ADV is the uniform registration form every investment adviser files with the U.S. Securities and Exchange Commission (and state regulators). Part 1A captures the firm's identity, assets under management, client base, custody arrangements, and disciplinary disclosures. This page mirrors the SEC's monthly firm-roster export with citations to the Investment Adviser Public Disclosure (IAPD) system, where the full brochure (Part 2) and disciplinary detail are available.

References

  1. U.S. Securities and Exchange Commission. Investment Adviser Public Disclosure — CRD 309862. adviserinfo.sec.gov/firm/summary/309862.
  2. SEC Form ADV firm roster (FOIA monthly export). sec.gov Form ADV data.

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