RIA Intel›Advisers›Nevada›ATHENA WEALTH MANAGEMENT, LLC

ATHENA WEALTH MANAGEMENT, LLC

Advisory

N·RENO, NV

Data as of Mar 18, 2026 · Source: SEC Form ADV

Total AUM
$174M
1-Year AUM Growth
0.0%
3-Year CAGR
—
Employees
1
Assets Under Management
Total AUM$174M
Discretionary AUM$174M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients143
Team
Total Employees1
Investment Advisers3
Employee Growth (1Y)0.0%
Filing History
Total Filings on Record9
First FilingApr 27, 2022
Latest FilingMar 18, 2026
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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