Haylie Lahtinen
ĀTHŌS Private Wealth · Holladay, Utah
Haylie Lahtinen is a fee-only financial advisor at ĀTHŌS Private Wealth in Holladay, Utah. Haylie focuses on crypto & digital assets. ĀTHŌS Private Wealth reports charging a percentage of assets and performance-based fees on its Form ADV.
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Specialties
Facts
| Firm | ĀTHŌS Private Wealth |
|---|---|
| Based in | Holladay, Utah |
| Fee model (firm's Form ADV) | Percentage of assets · Performance-based fees |
| Assets under management | $268.5M across 928 accounts |
| SEC registration | Investment adviser representative in CA, UT · CRD 7588813 |
| Exams passed | Series 65 (2022) |
| Firm size | 7 employees |
| Disclosures | None reported |
| Website | athoscrypto.com |
How Haylie's firm compares
- ĀTHŌS Private Wealth's average account is about $289,000, from its Form ADV (assets managed divided by 928 accounts).
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Questions about Haylie
Is Haylie Lahtinen a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Haylie holds no broker registration, and ĀTHŌS Private Wealth reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Haylie charge for financial advice?
Haylie's firm, ĀTHŌS Private Wealth, reports charging a percentage of assets and performance-based fees on its SEC Form ADV.
Where is Haylie Lahtinen based?
Haylie Lahtinen is based in Holladay, Utah.
What does Haylie specialize in?
Haylie's specialties include crypto & digital assets.
Is Haylie Lahtinen registered with the SEC?
Yes. Haylie Lahtinen is registered as an investment adviser representative in CA and UT (CRD 7588813), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does ĀTHŌS Private Wealth manage?
ĀTHŌS Private Wealth reports $268.5M across 928 accounts in assets under management.
How do I contact Haylie Lahtinen?
Through Haylie's website, athoscrypto.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- ĀTHŌS Private Wealth website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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