Athena Wealth Management, LLC
● SEC registered since 2024CRD 319373SEC# 801-130326Reno, NV
Reg. AUM
$174M
Employees
3
Accounts
498
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 $174 million in regulatory assets under management and employs 3 people.
Athena Wealth Management, LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Matthew A Foertsch Control | Managing Member & Chief Compliance Officer | Over 75% | 2020 |
Frequently asked questions
How much does Athena Wealth Management, LLC manage?
Athena Wealth Management, LLC reports $174 million in regulatory assets under management on its Form ADV.
How many employees does Athena Wealth Management, LLC have?
Athena Wealth Management, LLC reports 3 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
| Address | 540 W. Plumb Lane, #201, Reno, NV 89509 |
| Phone | (408) 684-3705 |
| Office hours | 7a.m. - 4p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$174M▲ 24%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 79%
Larger than 21% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$174Mregulatory AUM
Discretionary $174M