Athos Private Wealth LLC logo

Athos Private Wealth LLC

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Total assets under management

$268,494,780

Total clients

117

64% high-net worth

Total advisors

4

of 7 employees

Firm size

Team

4-10 advisors or $500M+ in AUM

Average clients per advisor

29

Average account size

$2,294,827

About

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.

Client services

Financial planning Portfolio management Selection of other advisers Consulting

Expertise

Private / alternative investments Concentrated stock management Options & derivatives strategies Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k)

Occupation focus

Founder/Business Owner Executive Technology Professional

Demographic focus

HENRY (High Earners, Not Rich Yet)

Fee options

Fixed

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.

Percentage

0.40% to 1.00% annually (negotiable based on account value and arrangement)

Performance-based

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.

Other

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.

Main office location

Athos Private Wealth LLC

4725 S Holladay Blvd, Suite 130

Holladay UT 84117, United States

Number of offices

1

Most active in

California · Colorado · New York · Texas · Utah

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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