Zachary Schelin is a registered investment advisor at Athos Private Wealth LLC, based in Holladay, UT, with 1 years of industry experience. Zachary operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Financial Planning & Coaching, High Net Worth, Investment Management. Their firm serves 126 clients with $180M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Athos Private Wealth charges a negotiable fee based on the value of your portfolio. The fees range from 0.40% to 1.00% per year, depending on the total account value and the specific agreement with each client. A minimum aggregate account value of $1 million is generally required, but this can be waived at Athos's discretion.
Location
4725 S Holladay Blvd, Suite 130, Holladay, UT, 84117
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Zachary is a minority owner and CFO of Silva Sisters Cleaning Pros LLC, a residential cleaning service run by his wife and her sister. He advises on finances and strategy, dedicating a few hours per week to the business.
Employment History
Current Registrations
Athos Private Wealth LLC
State Registrations2 states
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