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Private Wealth Daily

FUNDS · LAST CLOSEIVV759.18 −1.78%SPY755.72 −1.77%VOO522.67 −0.95%QQQ690.49 −3.47%VTI281.03 −0.75%IEFA96.31 −0.92%VEA50.10 −5.13%VUG382.92 −0.26%GLD355.78 −3.47%IWF125.62 +0.18%

The Lean 100 · 2026 edition

^No.69

Athos Private Wealth

Holladay, UT · Firm website

93%AUM growth, 2024 to 2026

$268MAUM in the 2026 filing

23%client growth

7people at the firm

AUM by filing

$103M2023

$139M2024

$177M2025

$268M2026

Clients by filing

942023

1192024

1262025

1462026

Key people

Robbie ShattuckCEO & FounderOwner · 6 years at the firm
in
Christina RiceSVPOwner · 3 years at the firm
Alex ShigetaHead of Investment Strategy4 years at the firm
in

Against the list

MeasureThis firmList median
AUM growth93%104%
Client growth23%43%
People77
AUM per person$38.4M$49.7M

Rank by measure

Official rankNo. 6993%
Client growthNo. 8123%
AUM added per personNo. 75$18.5M
AUM per personNo. 73$38.4M

← No. 68 Fortress Wealth Planning No. 70 Bulman Wealth Group →

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Athos Private Wealth: No. 69 on The Lean 100 (2026) — Private Wealth Daily