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, individual-owned registered investment adviser that began SEC registration in 2024. The firm concentrates on serving individual and family clients, delivering financial planning and portfolio management (including for small businesses). Its fee arrangements include percentage-of-AUM billing alongside hourly and fixed-fee engagement options. Athena does not act as a capital allocator and is not identified as an active ESG investor. The firm lists an affiliation with accounting professionals, indicating coordination with outside accountants as part of client service workflows.
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%
Contacts
1 of 1
Matthew Foertsch
Financial PlannerCRD 5367216
Wealth 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
Similar firms
Paradigm Capital Management
RIAReno, NV
Elevage Partners, LLC
RIAReno, NV
Collaborative Fund Advisors
RIAReno, NV
Schultz Financial Group Incorporated
RIAReno, NV
GW Financial
RIAReno, NV
Sierra Management Group
RIAReno, NV