Athos Private Wealth LLC

Athos Private Wealth provides investment advisory, strategic planning, family office consulting, and private fund advisory services to high‑net‑worth individuals, families, trusts, estates, charitable organizations, and businesses. The firm operates as a fiduciary and delivers discretionary portfolio management across public and private investments while integrating planning and balance‑sheet reporting for clients.

Athos builds customized portfolios and typically manages accounts on a discretionary basis, combining asset allocation, research, and ongoing monitoring with holistic balance‑sheet analysis. It uses third‑party independent managers (including Parametric for certain mandates) and conducts due diligence before incorporating private funds, alternative strategies, or digital assets into client portfolios.

Compared with many team advisers, Athos acts as manager and sponsor to private pooled vehicles—including venture, private equity, and digital‑asset strategies—and discloses that an affiliate serves as general partner, a structure that creates custody considerations and requires audited fund reporting. The firm also discloses that it may charge performance‑based fees for its funds and, in limited cases for qualified clients, for separately managed accounts, and it maintains a specialized practice advising technology founders (sometimes accepting equity) and providing bespoke family‑office services.