Athena Wealth Management, LLC
Firm details
- Headquarters
- Reno, Nevada
- CRD number
- 319373
- Registered since
- May 22, 2024
- Website
- www.athenawm.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI71.9%
- Individuals26.49%
- Charitable Organizations1.6%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Athena Wealth Management, LLC is an independent, owner-run registered investment adviser that operates under an LLC structure. The firm is SEC-registered (registration year 2024) and focuses on serving individual and family clients, offering financial planning and portfolio management services for individuals and small businesses. Its fee arrangements include a percentage-of-AUM billing model alongside hourly and fixed-fee engagements. Athena does not position itself as a capital allocator, does not identify as an active ESG investor, and is not classified as a multi-state adviser. The firm lists an accounting affiliation among its industry ties.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds54%
- Exchange Traded Equities38%
- Private Funds6%
- Investment Grade Corp Bonds1%
- Cash & Cash Equivalents1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 16Active vs passive
$55.4M in ETFs
87%
$48M
10%
$7.4M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| FIDELITY LOW DURATION BOND FACTOR ETF (FLDR) | Fidelity | Passive | Ultrashort Bond | $39.9M | 801,191 | 71.89% |
Location
Reno, NV
Washoe
Location
Reno, NV
Headquartered in Reno, NV, anchoring the Reno-Carson City-Fernley, NV metro in the West.
- Metro area
- Reno-Carson City-Fernley, NV
- Region
- West
- County
- Washoe
- Address
- 540 W Plumb Ln
- Time zone
- PT (UTC-8)
- Office locations
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