A complete list of active advisors currently associated with Athos Private Wealth LLC

Warmer can help you find a great advisor at Athos Private Wealth LLC or one who fits your needs even better.

Athos Private Wealth provides investment advisory and strategic planning to high‑net‑worth individuals, families, trusts, estates, charitable organizations, and businesses, with particular attention to technology founders, executives, and professionals. Its service set includes discretionary portfolio management across public and private markets, family office consulting, and private fund advisory services. The firm operates as a fiduciary and typically delivers bundled wealth management engagements that combine investment management, planning, and ongoing, holistic balance‑sheet reporting; portfolios are constructed with a long‑term, tax‑aware asset allocation and periodic tactical adjustments. Athos uses a mix of direct discretionary management and selected independent managers, performs due diligence on private fund and direct opportunities, and at times accepts equity in lieu of cash for start‑up advisory engagements. Athos also serves as investment manager to private pooled vehicles and may act in sponsor/syndicator and performance‑fee roles for those funds, with custody‑related responsibilities for the funds and audited financial statements pursuant to each fund’s offering documents. The firm’s explicit integration of private funds, digital assets, and bespoke family office services (bill‑pay, household staffing, security coordination, travel and aviation analysis) into client relationships is a notable operational distinction for a team of its size.

To learn more about the advisors currently working at Athos Private Wealth LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.