Athos Private Wealth LLC

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Athos Private Wealth LLC ✚
CRD #	309862
SEC #	801-127736
CIK #	0002022332
AUM	$176.7 M (2025-07-08)
Employees	7 (57% Investors, 0% Brokers)
Phone	435-252-1099
Address	4725 S Holladay Blvd Holladay, UT 84117
Source	[IAPD] [EDGAR] [Website] [Twitter] [Instagram]

Total AUM ($M) Copy

Type	Form D Funds	Date	Sold ($M)	AUM ($M)
VC	Athos Credit Fund LP	[2025-03-25]	5.4	4.3
VC	Athos Emerging Venture Fund IV LP	[2025-03-25]	1.1	1.0
VC	Athos Growth Fund IV LP	[2025-03-25]	0.9	0.9
PE	Athos Opportunity Fund Tor LLC	[2025-03-25]	0.8	0.8
VC	Athos Crypto Fund II LP	[2024-03-28]	0.9	1.1
VC	Athos Emerging Venture Fund III LP	[2024-03-28]	1.9	1.9
VC	Athos Growth Fund III LP	[2024-03-28]	2.0	1.9
Other	Athos Opportunity Fund Eve LLC	[2024-03-28]	0.4	0.3
VC	Athos Opportunity Fund GWC LLC	[2024-03-28]	3.4	3.9
VC	Athos Opportunity Fund RHC LLC	[2024-03-28]	0.4	0.4
PE	Athos Opportunity Fund TBC LLC	[2024-03-28]	1.7	1.2
VC	Athos Venture Fund III LP	[2024-03-28]	3.1	1.6
VC	Athos Crypto Launch Fund LP	[2023-03-26]	2.7	3.3
VC	Athos Growth Fund II LP	[2023-03-26]	3.2	3.1
VC	Athos Growth Fund I LP	[2023-03-26]	3.8	3.1
VC	Athos Opportunity Fund APC LLC	[2023-03-26]	32.8	2.2
Other	Athos Opportunity Fund CCF LLC	[2023-03-26]	0.1	3.3
VC	Athos Opportunity Fund FPH LLC	[2023-03-26]	3.4	3.5
PE	Athos Opportunity Fund FTH LLC	[2023-03-26]	1.0	0.6
PE	Athos Opportunity Fund NHF LLC	[2023-03-26]	1.3	1.4
VC	Athos Opportunity Fund PUR LLC	[2023-03-26]	1.9	6.9
PE	Athos Opportunity Fund SMC LLC	[2023-03-26]	1.7	1.9
PE	Athos Opportunity Fund VSP LLC	[2023-03-26]	3.8	4.3
VC	Athos Venture Fund II LP	[2023-03-26]	3.1	3.2
VC	Athos Venture Fund I LP	[2023-03-26]	3.9	3.7

AUM Breakdown	Accounts	AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals)	34	6.9
(b) Individuals (high net worth individuals)	67	109.7
(c) Banking or thrift institutions	0	0.0
(d) Investment companies	0	0.0
(e) Business development companies	0	0.0
(f) Pooled investment vehicles	25	60.1
(g) Pension and profit sharing plans	0	0.0
(h) Charitable organizations	0	0.0
(i) State or municipal government entities	0	0.0
(j) Other investment advisers	0	0.0
(k) Insurance companies	0	0.0
(l) Sovereign wealth funds and foreign official institutions	0	0.0
(m) Corporations or other businesses not listed above	0	0.0
(n) Other	0	0.0
Total	713	176.7
By Discretionary
Discretionary	709	176.6
Non-Discretionary	4	0.1
Total	713	176.7
By Non-United States Persons
Non-United States Persons		0.8
United States Persons		175.9
Total	713	176.7

EDGAR Form	CIK	2011 - 2025
D	[0002022332]

Comparable Firms	State	AUM ($B)
Reicon Wealth Advisors LLC ✚	GA	0.2
Refined Wealth Management ✚	UT	0.2
Accelerated Wealth Advisors LLC ✚	CO	0.2
Chapel Bridge Wealth Advisors LLC ✚	PR	0.2
Alliance Investment Management LLC ✚	MI	0.2
Capital IP Investment Partners LP ✚		0.2
Argus Investors' Counsel Inc ✚	NY	0.2
Alan B Lancz & Associates Inc ✚	OH	0.2
William B Walkup & Associates Inc ✚	SC	0.2
Clearpath Capital Partners LLC ✚		0.2

Assets, Funds, Holdings