GREENWOOD VILLAGE, COCRD 146224Latest ADV March 31, 2025
Athenainvest Advisors LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Greenwood Village, CO. Its latest Form ADV filing, dated March 31, 2025, reports $80M in regulatory assets under management, 5 employees, and 1,253 accounts.
Assets Under Management
$80M
Employees
5
Offices
--
Total Clients
23
Primary office
GREENWOOD VILLAGE, CO
5340 S. QUEBEC ST., SUITE 320-S, GREENWOOD VILLAGE, CO, United States
Portfolio management for individuals and small businesses
Portfolio management for investment companies
Fee models offered
1 types reported
Asset based fees
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 43.5% of total clients.
Top client categories% of clientsClients
1
Individuals
43.5%
10
2
HNWI
43.5%
10
3
Other Advisers
8.7%
2
4
Investment Cos.
4.3%
1
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$80Mas of March 31, 2025
Discretionary100.0%
$80M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$80M
Total Accounts1,253
10Y AUM Change$-209M (-72.2%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees5
Clients per Employee5:1
10Y Employee Change-1 (-16.7%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.