ATHENA WEALTH MANAGEMENT

Overview

Athena Wealth Management is an independent registered investment adviser organized as an LLC and owned by an individual principal. The firm focuses on serving individual and family clients with a mix of financial planning, discretionary portfolio management for individuals and small businesses, and educational seminars. Its service set also includes insurance brokerage and the sale of other financial products, so client solutions may combine advisory portfolios with insurance-based products. Fee arrangements are flexible: percentage-of-AUM billing alongside hourly and fixed-fee engagements. Athena reports that it does not position itself as an ESG-focused or multi-state adviser, and it does not identify as a pension consultant or capital allocator.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices