Zachary
Schelin
Athos Private Wealth LLC
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About this Advisor
Zachary Schelin is a financial advisor based in Salt Lake City, Utah, working with Athos Private Wealth LLC. Zachary has previously held positions at Athos Private Wealth, Ethos Investment Management, Aptive Environmental, Full-Time Student, The Church Of Jesus Christ Of Latter-Day Saints, Primary School Student, Frisco Soccer Association, Self-Employed Tutor, and Market Street Grocery. Zachary has passed the Series 65 regulatory exam and is registered to provide services in Utah. Currently, Zachary is part of Athos Private Wealth LLC, which is located in Salt Lake City, Utah. The firm has 7 employees and manages assets totaling $176.7 million. Athos Private Wealth LLC serves high-net-worth clients and offers services such as financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, selection of other advisers, and other services. The fee structure at Athos Private Wealth LLC includes asset-based and performance-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Athos Private Wealth LLC Brokerage Details
$176,738,174
7
713
$247,880
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Selection of other advisers
- Other
Zachary Schelin Work History
Athos Private Wealth
Full-Time Student
Athos Private Wealth
Ethos Investment Management
Aptive Environmental
The Church Of Jesus Christ Of Latter-Day Saints
The Church Of Jesus Christ Of Latter-Day Saints
Market Street Grocery
Self-Employed Tutor
Frisco Soccer Association
Primary School Student
Disclosures
Please visit the SEC profile of Zachary Schelin to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Athos Private Wealth LLC
Salt Lake City, UT
Salt Lake City, UT
Salt Lake City, UT
Salt Lake City, UT
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