Zachary Bryan Schelin
Investment adviser representative at Athos Private Wealth LLC
20 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
20 years in the industry.
- Athos Private Wealth LLCJan 2024 to now
- Full-time StudentAug 2021 to now
- Athos Private WealthJun 2023 to Dec 2023
- Ethos Investment ManagementMay 2023 to Aug 2023
- Aptive EnvironmentalNov 2021 to Aug 2022
- The Church of Jesus Christ of Latter-day SaintsApr 2020 to Jul 2021
- The Church of Jesus Christ of Latter-day SaintsJul 2019 to Mar 2020
- Market Street GroceryMay 2018 to Dec 2018
- Self-employed TutorAug 2016 to Jun 2019
- Primary School StudentAug 2006 to Jun 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
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
- 7977552
- Firm CRD
- 309862