Advisor at Athos Private Wealth LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Athos Private Wealth LLC
Location
Holladay, UT 84117
Credentials
Series 65
Industry experience
1 year
Zachary Schelin is a financial advisor at Athos Private Wealth LLC with one year of industry experience. He holds a Series 65 designation and has worked previously at Ethos Investment Management and Aptive Environmental. Outside of his advisory role, he is a minority owner and strategic advisor for Silva Sisters Cleaning Pros LLC, a residential cleaning business. Athos Private Wealth provides investment advisory, strategic planning, family office consulting, and private fund advisory services to high-net-worth clients, managing customized discretionary portfolios across public and private investments while integrating holistic balance-sheet analysis.
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 · Utah
Athos Private Wealth
2024 - Present (2 years)
Athos Private Wealth
2023 - 2023 (1 year)
Ethos Investment Management
2023 - 2023 (1 year)
Aptive Environmental
2021 - 2022 (1 year)
Full-Time Student
2021 - Present (5 years)
The Church of Jesus Christ of Latter-Day Saints
2020 - 2021 (1 year)
The Church of Jesus Christ of Latter-Day Saints
2019 - 2020 (1 year)
Market Street Grocery
2018 - 2018 (1 year)
Self-Employed Tutor
2016 - 2019 (3 years)
Frisco Soccer Association
2015 - 2016 (1 year)
Primary School Student
2006 - 2019 (13 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 65
Salt Lake City, UT
Steward Financial Services, LLC
CFP®, Series 63, Series 65
Salt Lake City, UT
JHP Planning, LLC
Series 63
Draper, UT
Affiliated Investment Advisors, Inc.
Series 63, Series 65
Draper, UT
Phibbs Financial
CFP®, ChFC®, Series 63, Series 66
Cottonwood Heights, UT
Twin Peaks Wealth Management LLC
Series 63, Series 65
Cottonwood Heights, UT
Planned Security Advisors LLC
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")