Athos Private Wealth LLC

Zachary Schelin is a financial advisor at Athos Private Wealth LLC with two years of industry experience. He holds a Series 65 designation and previously worked at Ethos Investment Management and Aptive Environmental. Outside of advising, he is a minority owner of Silva Sisters Cleaning Pros LLC, where he advises on strategy and supports accounting and compliance. Athos Private Wealth provides investment advisory and strategic planning services primarily to high-net-worth individuals, families, and charitable organizations, with a focus on technology founders and professionals. The firm offers discretionary portfolio management, family office consulting, and private fund advisory services, combining long-term tax-aware asset allocation with bespoke family office solutions.

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 11 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Iconiq Capital. Shattuck has been with Athos Private Wealth since 2020. Athos Private Wealth serves high-net-worth individuals, families, trusts, estates, charitable organizations, and businesses, focusing particularly on technology founders, executives, and professionals. The firm provides discretionary portfolio management across public and private markets, family office consulting, and private fund advisory services, combining investment management with holistic wealth planning and customized family office services.

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.