Firm
ĀTHŌS Private Wealth
Holladay, Utah
Fee-only
ĀTHŌS Private Wealth at a glance
- One of 107 fee-only firms based in Utah in the Wellspent graph.
- 4 advisors are listed here.
- Its Form ADV reports 7 employees and 117 individual clients, 75 of them high net worth.
- Its average account is about $289,000 (assets it manages divided by its 928 accounts).
Fee-only advisors in Utah · What fee-only advisors charge in Utah
Facts
| Based in | Holladay, Utah |
|---|---|
| Website | athoscrypto.com |
| [email protected] | |
| Phone | (435) 252-1099 |
ĀTHŌS Private Wealth fees
ĀTHŌS Private Wealth doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Performance-based fees |
|---|---|
| Assets managed | $268 million |
| Individual clients | 42 |
| High-net-worth clients | 75 |
| Accounts managed | 928 |
| Employees | 7 |
| Planning clients | 51-100 |
| Registered with | The SEC (801-127736) |
| Financial planning | Offered |
| Form ADV filed | March 31, 2026 |
| SEC record | CRD 309862 |