Overview
Assets Under Management: $174 million
Headquarters: RENO, NV
High-Net-Worth Clients: 61
Average Client Assets: $2.1 million
Frequently Asked Questions
ATHENA WEALTH MANAGEMENT, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #319373), ATHENA WEALTH MANAGEMENT, LLC is subject to fiduciary duty under federal law.
ATHENA WEALTH MANAGEMENT, LLC is headquartered in RENO, NV.
ATHENA WEALTH MANAGEMENT, LLC serves 61 high-net-worth clients according to their SEC filing dated March 18, 2026. View client details ↓
According to their SEC Form ADV, ATHENA WEALTH MANAGEMENT, LLC offers financial planning and portfolio management for individuals. View all service details ↓
ATHENA WEALTH MANAGEMENT, LLC manages $174 million in client assets according to their SEC filing dated March 18, 2026.
According to their SEC Form ADV, ATHENA WEALTH MANAGEMENT, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 61
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 71.90%
Average Client Assets: $2.1 million
Total Client Accounts: 498
Discretionary Accounts: 498
Regulatory Filings
CRD Number: 319373
Filing ID: 2071359
Last Filing Date: 2026-03-18 15:38:14