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Athena Wealth Management, LLC

● SEC registered since 2024CRD 319373SEC# 801-130326Reno, NV
Export (members)
Reg. AUM
$140.6M
Employees
6
Accounts
392
Location
Reno, NV

Athena Wealth Management, LLC assets under management

Athena Wealth Management, LLC is an investment advisory firm registered with the SEC based in Reno, NV. The firm has been registered since 2024. It reports $140.6 million in regulatory assets under management and employs 6 people.
www.athenawm.comView on SEC.gov ↗

Athena Wealth Management, LLC owners & executives

1 reported
NameTitleOwnershipSince
Matthew A Foertsch ControlManaging Member & Chief Compliance OfficerOver 75%2020

Frequently asked questions

How much does Athena Wealth Management, LLC manage?

Athena Wealth Management, LLC reports $140.6 million in regulatory assets under management on its Form ADV.

How many employees does Athena Wealth Management, LLC have?

Athena Wealth Management, LLC reports 6 employees.

Where is Athena Wealth Management, LLC located?

Athena Wealth Management, LLC is based in Reno, NV and has been SEC-registered since 2024.

Does Athena Wealth Management, LLC disclose fund performance?

Athena Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address540 W. Plumb Lane, #201, Reno, NV 89509
Phone(408) 684-3705
Office hours7a.m. - 4p.m.
SEC regionLos Angeles Regional Office (LARO)
Discloses disciplinary historyNo

Assets under management

Discretionary$140.6M
Non-discretionary$0
Total (RAUM)$140.6M