# Athos Private Wealth LLC

> Athos Private Wealth LLC is an SEC-registered investment advisory firm in Holladay, UT, registered since 2023, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 31, 2026.

- CRD: 309862
- Filed as: ATHOS PRIVATE WEALTH LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Holladay, UT
- Filing period: October 2026
- Form ADV filing dated: March 31, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/309862
- AdvisorCensus page: https://advisorcensus.com/firm/athos-private-wealth-llc-holladay-ut-309862

## Quick answers

**How is Athos Private Wealth LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Athos Private Wealth LLC reports these compensation arrangements: a percentage of assets under its management; performance-based fees.

**How much does Athos Private Wealth LLC charge?**
Its Form ADV Part 2A brochure dated March 31, 2026 states: Asset-based fee: 0.4% to 1% a year (a range, as the brochure states it). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Athos Private Wealth LLC located?**
Athos Private Wealth LLC's principal office is in Holladay, UT, according to its Form ADV.

**Is Athos Private Wealth LLC registered with the SEC or a state?**
Athos Private Wealth LLC is an SEC-registered investment advisory firm, registered since 2023. Status as filed: Approved. CRD 309862.

**How much does Athos Private Wealth LLC manage?**
Athos Private Wealth LLC reports $268,494,780 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (100% discretionary).

**How have Athos Private Wealth LLC's assets and staff changed since 2023?**
In the Form ADV data for Athos Private Wealth LLC: Regulatory assets under management: $103,080,699 in the October 2023 data and $268,494,780 in the October 2026 data, up 160%. Total employees: 5 in October 2023 and 7 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Athos Private Wealth LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (75); individuals (other than high net worth individuals) (42); pooled investment vehicles (other than investment companies and business development companies) (29).

**Which custodians does Athos Private Wealth LLC use?**
Athos Private Wealth LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Athos Private Wealth LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/309862

**Does Athos Private Wealth LLC state an account minimum?**
Its Form ADV Part 2A brochure dated March 31, 2026 says: "We generally require a minimum aggregate account value of $1 million. This minimum can be waived at the sole discretion of Athos."

**What changed in Athos Private Wealth LLC's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $176,738,174 to $268,494,780 (+52%). Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Performance-based fees

### Fees and minimums (Form ADV Part 2A brochure dated March 31, 2026)

- Asset-based fee: 0.4% to 1% a year (a range, as the brochure states it)

> For all accounts we charge fees between 0.40% and 1.00%, depending on the total account value and the fee arrangement with each Client.

- Account minimum: $1,000,000 (the brochure says it may be waived or negotiated)

> We generally require a minimum aggregate account value of $1 million. This minimum can be waived at the sole discretion of Athos.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $268,494,780
- Discretionary: $268,494,780
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 42 | $16,666,014 |
| High net worth individuals | 75 | $175,232,323 |
| Pooled investment vehicles (other than investment companies and business development companies) | 29 | $76,596,443 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Selection of other advisers (including private fund managers)
- Other

### Firm details
- Registered since: 2023 (3 years)
- Employees: 7 total, 4 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, CO, NY, TX, UT
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- athoscrypto.com
- athoswealth.com
- Instagram @ATHOSWEALTH
- LinkedIn @athos-private-wealth
- X @ATHOSWEALTH

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2023 | $103,080,699 | 5 | March 26, 2023 |
| October 2024 | $139,115,869 | 8 | August 5, 2024 |
| October 2025 | $176,738,174 | 7 | July 8, 2025 |
| October 2026 | $268,494,780 | 7 | March 31, 2026 |

Regulatory assets under management: $103,080,699 in the October 2023 data and $268,494,780 in the October 2026 data, up 160%.
Total employees: 5 in October 2023 and 7 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $176,738,174 to $268,494,780 (+52%).
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Athos Private Wealth LLC (CRD 309862): Form ADV filing data as of October 2026.