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RIA / WealthAdvisor13 years in industry

ROBERT KENT SHATTUCK

Advisor at ATHOS PRIVATE WEALTH LLC

HOLLADAY, UT

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:6497957a-39ea-8d5d-7201-25fa883d82ab

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 10:54 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 2
Observed: Sep 17, 2015 to Sep 14, 2026

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Private Equityidentity

Robert Kent Shattuck

same person, same CRD on Schedule A · confidence 95% · family precision 100%

Venture Capitalidentity

Robert Kent Shattuck

same person, same CRD on Schedule A · confidence 95% · family precision 100%

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: ATHOS PRIVATE WEALTH LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Oct 13, 2012earliest registration or exam on IAPD
Years in industry: 13derivedfrom the industry start date
Years at current firm: 6derivedfrom the current registration's begin date
Prior firms: 1
Current registrations: 1
Registered states: 4
Exams: S65|S63
First exam: Oct 13, 2012
First registration: Sep 17, 2015
Dual registered: no
IAPD individual key: 5878704

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
ATHOS PRIVATE WEALTH LLC	Independent wealth	Jul 16, 2020	n/a	yes	HOLLADAY, UT	Current employment
ICONIQ CAPITAL, LLC	Asset manager	Sep 17, 2015	Aug 17, 2020	no	SAN FRANCISCO, CA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
ICONIQ CAPITAL, LLC	ATHOS PRIVATE WEALTH LLC	Aug 17, 2020	Jul 16, 2020	-32	Firm change after gap	RIA to RIA

Relationships

Registered with (2)

→ ATHOS PRIVATE WEALTH LLCRegistered adviserregistration: current employment
Jul 16, 2020 to presentfactForm ADV
→ ICONIQ CAPITAL, LLCRegistered adviserregistration: previous registration
Sep 17, 2015 to Aug 17, 2020factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:6497957a-39ea-8d5d-7201-25fa883d82ab
First observed: Sep 17, 2015
Last observed: Sep 14, 2026 6 days ago
Source families: Federal regulator filings
1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

ROBERT KENT SHATTUCK

Advisor at ATHOS PRIVATE WEALTH LLC

HOLLADAY, UT

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:6497957a-39ea-8d5d-7201-25fa883d82ab

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 10:54 PM UTC and rebuilt at most every 15 minutes.

Firm

Class

Began

Ended

Current

Branch

Basis

ATHOS PRIVATE WEALTH LLC

Independent wealth

Jul 16, 2020

n/a

yes

HOLLADAY, UT

Current employment

ICONIQ CAPITAL, LLC

Asset manager

Sep 17, 2015

Aug 17, 2020

SAN FRANCISCO, CA

Previous registration

From

Left

Joined

Gap, days

Kind

Move type

ICONIQ CAPITAL, LLC

ATHOS PRIVATE WEALTH LLC

Aug 17, 2020

Jul 16, 2020

-32

Firm change after gap

RIA to RIA