Robert Shattuck
ĀTHŌS Private Wealth · Holladay, Utah
Robert Shattuck is a fee-only financial advisor at ĀTHŌS Private Wealth in Holladay, Utah. Robert 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 NY, TX, UT · CRD 5878704 |
| Exams passed | Series 63 (2012) · Series 65 (2015) |
| Firm size | 7 employees |
| Disclosures | None reported |
| Website | athoscrypto.com |
| Profile |
How Robert'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 Robert
Is Robert Shattuck a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Robert 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 Robert charge for financial advice?
Robert's firm, ĀTHŌS Private Wealth, reports charging a percentage of assets and performance-based fees on its SEC Form ADV.
Where is Robert Shattuck based?
Robert Shattuck is based in Holladay, Utah.
What does Robert specialize in?
Robert's specialties include crypto & digital assets.
Is Robert Shattuck registered with the SEC?
Yes. Robert Shattuck is registered as an investment adviser representative in NY, TX and UT (CRD 5878704), 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 Robert Shattuck?
Through Robert'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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