ETHOS PRIVATE WEALTH

ETHOS WEALTH MANAGEMENT LLC

CRD 166465 · SEC 801-77626

Advisory firmLLC

Independent or team-based registered investment adviser — LLC, partnership, or sole proprietorship.

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United States

Registration

— (—)

Source

State registered

Total AUM

$46.6M

Discretionary AUM

$43.7M

Team

3 total employees; 3 advisory reps

Clients

11-25

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Limited Liability Company

Filing date

2026-03-30

Disciplinary history

Yes

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Services

Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisers

Client types

Type	Clients	AUM
Individuals	29	$9.9M
High net worth individuals	17	$33.8M
Charitable organizations	1	$2.9M

All web addresses on file

HTTP://WWW.ETHOSPRIVATEWEALTH.COM

Official SEC filing: View on IAPD