ATHENA WEALTH MANAGEMENT, LLC

Overview

Athena Wealth Management, LLC is an independent registered investment adviser serving individual and family clients with a mix of financial planning and portfolio management for individuals and small businesses. The firm is structured as an LLC and is SEC-registered (2024). Its fee model combines percentage-of-AUM billing with hourly and fixed-fee engagements, allowing flexibility across comprehensive planning and delegated portfolio management relationships. Athena does not advertise an active ESG investing posture and maintains referral ties with accounting professionals for tax and reporting coordination. Investment activity centers on multi-asset portfolios that blend public mutual funds and ETFs with direct equity holdings, while supplementing core allocations with third-party alternative fund managers. The firm’s public-asset approach emphasizes liquidity and interest-rate management — its largest reported holding is a low-duration bond ETF — while equities and active mutual fund sleeves supply growth exposure.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices