ATHOS PRIVATE WEALTH LLC
CRD #309862 SEC #801-127736 HOLLADAY, UT 435-252-1099
SEC Registered Private Funds
Total AUM
$176.7M
Discretionary
$176.6M
Employees
7
Clients
51
Accounts
713
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Aug 2025 | $176.7M | $176.6M | $140.2K | 7 | 0 |
| Jul 2025 | $176.7M | $176.6M | $140.2K | 7 | 0 |
| Mar 2025 | $176.7M | $176.6M | $140.2K | 7 | 0 |
| Oct 2024 | $139.1M | $139.1M | $44.6K | 8 | 0 |
| Aug 2024 | $139.1M | $139.1M | $44.6K | 8 | 0 |
| Jul 2024 | $139.1M | $139.1M | $44.6K | 8 | 0 |
| Mar 2024 | $139.1M | $139.1M | $44.6K | 8 | 0 |
| Feb 2024 | $103.1M | $103M | $122.5K | 5 | 0 |
| Dec 2023 | $103.1M | $103M | $122.5K | 5 | 0 |
| Mar 2023 | $103.1M | $103M | $122.5K | 5 | 0 |
DateAug 2025
Total AUM$176.7M
Discretionary$176.6M
Non-Disc.$140.2K
Employees7
Clients0
DateJul 2025
Total AUM$176.7M
Discretionary$176.6M
Non-Disc.$140.2K
Employees7
Clients0
DateMar 2025
Total AUM$176.7M
Discretionary$176.6M
Non-Disc.$140.2K
Employees7
Clients0
DateOct 2024
Total AUM$139.1M
Discretionary$139.1M
Non-Disc.$44.6K
Employees8
Clients0
DateAug 2024
Total AUM$139.1M
Discretionary$139.1M
Non-Disc.$44.6K
Employees8
Clients0
DateJul 2024
Total AUM$139.1M
Discretionary$139.1M
Non-Disc.$44.6K
Employees8
Clients0
DateMar 2024
Total AUM$139.1M
Discretionary$139.1M
Non-Disc.$44.6K
Employees8
Clients0
DateFeb 2024
Total AUM$103.1M
Discretionary$103M
Non-Disc.$122.5K
Employees5
Clients0
DateDec 2023
Total AUM$103.1M
Discretionary$103M
Non-Disc.$122.5K
Employees5
Clients0
DateMar 2023
Total AUM$103.1M
Discretionary$103M
Non-Disc.$122.5K
Employees5
Clients0