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ATHOS PRIVATE WEALTH LLC

HOLLADAY, UT · CRD 309862 · IAPD ↗ · 435-252-1099

$268.5MRegulatory AUM
4Advisory reps
7Employees
0Clients
51-100Planning clients
29Private funds
5States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

68
April 2026 — ATHOS PRIVATE WEALTH LLC reported RAUM up 52% ($176.7M -> $268.5M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
42
April 2025 — ATHOS PRIVATE WEALTH LLC notice-filed in NY.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
60
April 2025 — ATHOS PRIVATE WEALTH LLC reported RAUM up 27% ($139.1M -> $176.7M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
61
April 2024 — ATHOS PRIVATE WEALTH LLC reported RAUM up 35% ($103.1M -> $139.1M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
64
April 2024 — ATHOS PRIVATE WEALTH LLC reports 51-100 financial-planning clients, up from 1-10.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
42
March 2024 — ATHOS PRIVATE WEALTH LLC notice-filed in CO.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.