Haylie J. Lahtinen

ATHOS PRIVATE WEALTH LLC

Holladay, UT 84117

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CRD#: 7588813

Professional summary

Haylie Janet Mathis Lahtinen, who also goes by Haylie Mathis, is a registered financial advisor currently at ATHOS PRIVATE WEALTH LLC located in Holladay, Utah.

Haylie is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Haylie has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Haylie Mathis

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Haylie Janet Mathis Lahtinen's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

August 1, 2022 - Present

ATHOS PRIVATE WEALTH LLC

Office #1: 4725 S Holladay Blvd Suite 130, Holladay, UT 84117

RIA

CRD#: 309862

Holladay, UT

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

ATHOS PRIVATE WEALTH LLC

ATHOS PRIVATE WEALTH | ATHOS PRIVATE WEALTH LLC

CRD#: 309862 / SEC#: 801-127736

RIA

Registered Investment Advisory firm - (4/26/2023 Approved)

California

Registered Investment Advisory firm - (11/26/2023 Terminated)

Texas

Registered Investment Advisory firm - (10/27/2023 Terminated)

Utah

Registered Investment Advisory firm - (10/27/2023 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Utah
(8/1/2022)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 6/23/2022

Uniform Investment Adviser Law Examination

Current Firm

ATHOS PRIVATE WEALTH LLC

ATHOS PRIVATE WEALTH | ATHOS PRIVATE WEALTH LLC

CRD#: 309862 / SEC#: 801-127736

RIA

Registered Investment Advisory firm - (4/26/2023 Approved)

California

Registered Investment Advisory firm - (11/26/2023 Terminated)

Texas

Registered Investment Advisory firm - (10/27/2023 Terminated)

Utah

Registered Investment Advisory firm - (10/27/2023 Terminated)

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Contact information

Main Address

4725 S Holladay Blvd Suite 130, Holladay, UT 84117

Mailing Address

Phone number

(435) 252-1099

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (5 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ATHOS PART 2A AND 2B (3/25/2025)

Regulatory assets under management

Total Number of Accounts	713
AUM (Assets Under Management)	$ 176,738,174

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Haylie J. Lahtinen

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Haylie Janet Mathis Lahtinen's CRS (Customer Relationship Summary).

Certified licenses

Experience

ATHOS PRIVATE WEALTH LLC

Primary Firm SEC Registration

ATHOS PRIVATE WEALTH LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 6/23/2022

Current Firm

ATHOS PRIVATE WEALTH LLC

Contact information

SEC notice filing (5 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ATHOS PRIVATE WEALTH LLC

TRUST BUT VERIFY

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