Athos Private Wealth LLC

Zachary Schelin is a financial advisor with Athos Private Wealth LLC, holding a Series 65 credential and two years of industry experience. He has worked at Athos Private Wealth since 2023 and previously held roles at Ethos Investment Management and Aptive Environmental. Outside of financial advising, he is a minority owner of Silva Sisters Cleaning Pros LLC, a residential cleaning business where he advises on strategy and assists with accounting and compliance. Athos Private Wealth provides investment advisory and strategic planning services to high-net-worth individuals, families, trusts, estates, charitable organizations, and businesses, with a focus on technology founders and professionals. The firm offers discretionary portfolio management, family office consulting, and private fund advisory, combining tax-aware, long-term asset allocation with tactical adjustments across public and private markets.

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.