Zachary Bryan Schelin
Investment Adviser Representative at Athos Private Wealth LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Zachary Bryan Schelin is an investment adviser representative with Athos Private Wealth LLC in Holladay, UT, where they have been registered since 2024, the year they entered the securities industry. They have passed the Series 65 (investment adviser) exam. They are registered to provide investment advice in California and Utah.
Office
Advisors at this office: 4
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- California, Utah
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Athos Private WealthJan 2024 – no end date reportedHolladay, UT
- Athos Private WealthJun 2023 – Dec 2023Holladay, UT
- Ethos Investment ManagementMay 2023 – Aug 2023Salt Lake City, UT
- Aptive EnvironmentalNov 2021 – Aug 2022Provo, UT
- Full-Time StudentAug 2021 – no end date reportedProvo, UT
- The Church of Jesus Christ of Latter-Day SaintsApr 2020 – Jul 2021Bellevue, WA
- The Church of Jesus Christ of Latter-Day SaintsJul 2019 – Mar 2020Salvador
- Primary School StudentAug 2006 – Jun 2019Frisco, TX
- Self-Employed TutorAug 2016 – Jun 2019Frisco, TX
- Market Street GroceryMay 2018 – Dec 2018Frisco, TX
Official records & sources
Data as of August 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Athos Private Wealth LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Performance-based fees
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$100M–$500M
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 4
- Offices listed on AdvisorFinder:
- 1
- Main office:
- Holladay, UT
- SEC file number:
- 801-127736
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of March 31, 2026
View full firm profileOther advisors at Athos Private Wealth LLC
3 other advisors in the directory
Similar advisors in Holladay, UT
Other advisors whose filed branch office is in the same city.
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Zachary Bryan Schelin has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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