Advisor at Athos Private Wealth LLC
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Firm
Athos Private Wealth LLC
Location
Holladay, UT 84117
Credentials
Series 63, Series 65
Industry experience
10 years
Robert Shattuck is a financial advisor at Athos Private Wealth LLC with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Athos since 2020, following prior roles at Iconiq Capital. Athos Private Wealth provides investment advisory, strategic planning, family office consulting, and private fund advisory services to high-net-worth individuals and entities. The firm delivers discretionary portfolio management that integrates public and private investments with comprehensive planning and balance-sheet reporting.
Based on Athos Private Wealth LLC
Based on Athos Private Wealth LLC
Based on Athos Private Wealth LLC
Family office consulting and services offered as standalone flat annual fee (negotiable) or as add-on to AUM fee; occasional one-off strategic consulting or services fees.
0.40% to 1.00% annually (negotiable based on account value and arrangement)
Performance fees charged for Private Fund Advisor Services (1.0% to 2.0% annual management fee plus performance fees as detailed in fund offering documents). Also, may charge performance-based fees for separately managed accounts for qualified clients with at least $1,100,000 under management or net worth over $2,200,000, calculated annually subject to high water mark.
Account minimum: $1,000,000 minimum (negotiable and can be waived at sole discretion of Athos) Fee-only: Fee-only investment advisory firm; no commissions accepted from securities or investment products sales.
4725 S Holladay Blvd, Suite 130
Holladay, UT 84117
California · New York · Texas · Utah
ATHOS Private Wealth
2020 - Present (6 years)
Iconiq Capital
2019 - 2020 (1 year)
Iconiq Capital
2016 - 2018 (2 years)
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Is active or affiliated with:
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Bank
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Trust company
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Accountant / CPA / tax prep
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Lawyer
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Real estate agent
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Other specialized services
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