$174.0M Total AUM
$174.0M Disc. AUM
29.7% 3Y CAGR
3 Employees
150 ADV. Clients
4 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 05-27-2022
- Office Locations
- 1
Office Locations
540 W. Plumb Lane #201 Reno NV
About Athena Wealth Management, LLC
Athena Wealth Management is a financial-planning practice providing tailored planning, investment management, and insurance reviews for a select client base including business owners and entrepreneurs. The team builds portfolios using institutionally priced investment solutions and vehicles such as ETFs and mutual funds, with custody through Fidelity/NFS.
Team overview
40 AVG AGE
$174.0M AVG AUM / ADVISOR
$1.2M AVG AUM / CLIENT
4.2 yrs AVG TENURE
3 Employees
1 Advisory Reps
1 RIA Reps
4yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
Available
Services
Available
Technology
Available
Owner & Executives
MATTHEW A FOERTSCH
Chief Compliance Officer, Financial Planner, Managing Member
- CRD
- #5367216
- Ownership
- 75% or more
Available
Available
Available
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $173,979,964 | $349,357 |
| Non-Discretionary | $0 | -- |
| Total | $173,979,964 | $349,357 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Private Funds:
Available Cash:
Available Corporate - Investment Grade:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Private Funds | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
Continue browsing