Athena Wealth Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Reno, NV. Its latest Form ADV filing, dated March 18, 2026, reports $174M in regulatory assets under management, 3 employees, 4 offices, and 498 accounts.
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 57.6% of total clients.
Top client categories% of clientsClients
1
Individuals
57.6%
83
2
HNWI
42.4%
61
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$174Mas of March 18, 2026
Discretionary100.0%
$174M
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$174M
Total Accounts498
10Y AUM Change+$174M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee48:1
10Y Employee Change+2 (+200.0%)
* 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.