Alex Shigeta
Investment adviser representative at Athos Private Wealth LLC
11 yearsExperience
2 statesRegistered in
$268.5MFirm assets
3 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsPerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- Athos Private Wealth LLCJan 2022 to now
- University Growth FundAug 2020 to Dec 2021
- Brigham Young UniversityJan 2019 to Dec 2021
- Brigham Young University IdahoAug 2015 to Dec 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 2 states (CA, UT).
Athos Private Wealth LLC
$268.5MAssets managed
146Clients
4Advisers
3 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7582430
- Firm CRD
- 309862