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Zachary Bryan Schelin

Athos Private Wealth LLC

Holladay, UT

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Current Employers
Athos Private Wealth Llc

4725 S Holladay Blvd Suite 130, Holladay, UT 84117 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2026-01-04
UT RA APPROVED 2024-08-28
  • CA RA
    APPROVED
    Since 2026-01-04
  • UT RA
    APPROVED
    Since 2024-08-28

Branch Locations

4725 S Holladay Blvd Suite 130, Holladay, UT 84117 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Athos Private Wealth Holladay UT 01/2024 Present
Athos Private Wealth Holladay UT 06/2023 12/2023
Ethos Investment Management Salt Lake City UT 05/2023 08/2023
Aptive Environmental Provo UT 11/2021 08/2022
Full-Time Student Provo UT 08/2021 Present
The Church Of Jesus Christ Of Latter-Day Saints Bellevue WA 04/2020 07/2021
The Church Of Jesus Christ Of Latter-Day Saints Salvador 07/2019 03/2020
Primary School Student Frisco TX 08/2006 06/2019
Frisco Soccer Association Frisco TX 03/2015 10/2016
Self-Employed Tutor Frisco TX 08/2016 06/2019
Market Street Grocery Frisco TX 05/2018 12/2018
  • 01/2024 → Present
    Athos Private Wealth
    Holladay, UT
  • 06/2023 → 12/2023
    Athos Private Wealth
    Holladay, UT
  • 05/2023 → 08/2023
    Ethos Investment Management
    Salt Lake City, UT
  • 11/2021 → 08/2022
    Aptive Environmental
    Provo, UT
  • 08/2021 → Present
    Full-Time Student
    Provo, UT
  • 04/2020 → 07/2021
    The Church Of Jesus Christ Of Latter-Day Saints
    Bellevue, WA
  • 07/2019 → 03/2020
    The Church Of Jesus Christ Of Latter-Day Saints
    Salvador
  • 08/2006 → 06/2019
    Primary School Student
    Frisco, TX
  • 03/2015 → 10/2016
    Frisco Soccer Association
    Frisco, TX
  • 08/2016 → 06/2019
    Self-Employed Tutor
    Frisco, TX
  • 05/2018 → 12/2018
    Market Street Grocery
    Frisco, TX
Other Businesses

Name of the other business: Silva Sisters Cleaning Pros LLC Whether the business is investment-related: No The address of the other business: 742 E 620 S American Fork, UT 84003 Nature of the other business: Residential Professional Cleaning Services Position: Minority owner Title, or relationship with the other business: Minority owner in a cleaning business run by my wife and sister-in-law. I advise on strategy, and help maintain accounting & compliance. Start date of your relationship: June 5th. 2023 The approximate number of hours/month you devote to the other business: 5-10 hours The number of hours you devote to the other business during securities trading hours: 0 Briefly describe your duties relating to the other business: I maintain a mostly advisory role for the business strategy, and am occasionally directly involved in accounting, financial forecasting, and planning for the firm. I have a 10% equity stake in the entity.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-08-23
  • S65 Uniform Investment Adviser Law Examination
    2024-08-23
Other Names
  • Zach Schelin
  • Zachary Schelin

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