$5.0M Total AUM
$5.0M Disc. AUM
-- 3Y CAGR
1 Employees
122 ADV. Clients
6 yrs Firm Age
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- Custodian
- Interactive Brokers
- Clients
- Retail
- Platforms
- Available
- Established Date
- 11-01-2019
- Office Locations
- 1
Office Locations
24630 Washington AVE Suite 202 Murrieta CA
About Athena Wealth Management
Athena Wealth Management is a Murrieta, CA registered investment adviser serving retail individuals and families with goal-based financial planning to support long-term financial independence. Portfolios span ETFs and fixed income, with a large share in ETFs and U.S. government/agency bonds. The firm works with Interactive Brokers and uses Envestnet MoneyGuide for planning.
Team overview
-- AVG AGE
$5.0M AVG AUM / ADVISOR
$41.0K AVG AUM / CLIENT
6.7 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
6yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
Available
Services
Available
Technology
Available
Owner & Executives
R
Roland Ortiz
Investment Advisor
- CRD
- #6762933
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $5,006,417 | -- |
| Non-Discretionary | $0 | -- |
| Total | $5,006,417 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available U.S. Government/Agency:
Available Corporate - Investment Grade:
Available Sovereign Bonds:
Available Cash:
Available Corporate - Non-Investment Grade:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Sovereign Bonds | Available | Available |
| Cash | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Total | Available | Available |
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