Athos Private Wealth LLC

Zachary Schelin is a financial advisor at Athos Private Wealth LLC with one year of industry experience. He holds a Series 65 designation and has worked previously at Ethos Investment Management and Aptive Environmental. Outside of his advisory role, he is a minority owner and strategic advisor for Silva Sisters Cleaning Pros LLC, a residential cleaning business. Athos Private Wealth provides investment advisory, strategic planning, family office consulting, and private fund advisory services to high-net-worth clients, managing customized discretionary portfolios across public and private investments while integrating holistic balance-sheet analysis.

Haylie Lahtinen is a financial advisor at Athos Private Wealth LLC with a Series 65 designation and three years of industry experience. She has worked at Athos Private Wealth since 2021 and previously was involved with the University Growth Fund and Brigham Young University. Athos Private Wealth serves high-net-worth individuals, families, trusts, estates, charitable organizations, and businesses by providing investment advisory, strategic planning, family office consulting, and private fund advisory services. The firm offers discretionary portfolio management across public and private investments, combining asset allocation, research, and balance-sheet analysis, and acts as manager and sponsor to private pooled vehicles including venture, private equity, and digital-asset strategies.

Robert Shattuck is a financial advisor at Athos Private Wealth LLC with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Athos since 2020, following prior roles at Iconiq Capital. Athos Private Wealth provides investment advisory, strategic planning, family office consulting, and private fund advisory services to high-net-worth individuals and entities. The firm delivers discretionary portfolio management that integrates public and private investments with comprehensive planning and balance-sheet reporting.

Alex Shigeta is a financial advisor at Athos Private Wealth LLC with a Series 65 designation and three years of industry experience. Prior to joining Athos, he was involved with the University Growth Fund and held positions at Brigham Young University and Brigham Young University Idaho. Athos Private Wealth serves high-net-worth individuals, families, trusts, estates, charitable organizations, and businesses by providing investment advisory, strategic planning, family office consulting, and private fund advisory services. The firm manages customized portfolios on a discretionary basis, integrating asset allocation, research, and holistic balance-sheet analysis, and acts as manager and sponsor to private pooled vehicles across various alternative strategies.