Zachary Schelin
ĀTHŌS Private Wealth · Holladay, Utah
Zachary Schelin is a fee-only financial advisor at ĀTHŌS Private Wealth in Holladay, Utah. Zachary focuses on crypto & digital assets. ĀTHŌS Private Wealth reports charging a percentage of assets and performance-based fees on its Form ADV.
Request an introduction to Zachary →
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 7977552 |
| Exams passed | Series 65 (2024) |
| Firm size | 7 employees |
| Disclosures | None reported |
| Website | athoscrypto.com |
How Zachary's firm compares
- ĀTHŌS Private Wealth's average account is about $289,000, from its Form ADV (assets managed divided by 928 accounts).
Request an introduction to Zachary
Tell Zachary a little about what you're looking for. Zachary isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Zachary
Is Zachary Schelin a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Zachary 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 Zachary charge for financial advice?
Zachary's firm, ĀTHŌS Private Wealth, reports charging a percentage of assets and performance-based fees on its SEC Form ADV.
Where is Zachary Schelin based?
Zachary Schelin is based in Holladay, Utah.
What does Zachary specialize in?
Zachary's specialties include crypto & digital assets.
Is Zachary Schelin registered with the SEC?
Yes. Zachary Schelin is registered as an investment adviser representative in CA and UT (CRD 7977552), 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 Zachary Schelin?
Through Zachary'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.
See something wrong? Request a correction. Read our methodology.