Athena Wealth Management, LLC
Athena Wealth Management, LLC is an SEC-registered wealth manager in Reno, NV with $174.0M assets under management (AUM, regulatory AUM), +24% over one year. See who owns Athena Wealth Management, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 319373, SEC 801-130326, data through 2026-03-18.
- AUM (assets under management / regulatory AUM)
- $174.0M (2026-03-18)
- Firm type
- Wealth Manager
- Location
- Reno, NV
- Employees
- 3
- Clients
- 144
- CRD
- 319373
- Ownership
- FOERTSCH, MATTHEW, A
How much AUM does Athena Wealth Management, LLC have?
Athena Wealth Management, LLC reported $174.0M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-18).
Who owns Athena Wealth Management, LLC?
Disclosed owners and executives of Athena Wealth Management, LLC include FOERTSCH, MATTHEW, A. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.