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Haylie Janet Mathis Lahtinen

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 2026-01-05
UT RA APPROVED 2022-08-01
  • CA RA
    APPROVED
    Since 2026-01-05
  • UT RA
    APPROVED
    Since 2022-08-01

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 Llc Lehi UT 03/2021 Present
Brigham Young University Provo UT 08/2015 04/2020
University Growth Fund Salt Lake City UT 01/2020 03/2021
  • 03/2021 → Present
    Athos Private Wealth Llc
    Lehi, UT
  • 08/2015 → 04/2020
    Brigham Young University
    Provo, UT
  • 01/2020 → 03/2021
    University Growth Fund
    Salt Lake City, UT
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-06-23
  • S65 Uniform Investment Adviser Law Examination
    2022-06-23
Other Names
  • Haylie Mathis

View on SEC IAPD

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