Athena Wealth Management, LLC

Overview

Athena Wealth Management, LLC is an independent, SEC-registered registered investment adviser (SEC registration noted in 2024) that focuses on serving individual and family clients. The firm is organized as an LLC and is owned by an individual. Advisory services center on financial planning and portfolio management for individuals and small businesses. Its billing methods include a percentage-of-AUM fee schedule plus the option for hourly and fixed-fee arrangements. Athena is not positioned as a capital allocator or pension consultant, and it does not describe itself as an ESG-focused manager. It operates under a single-state footprint rather than as a multi-state adviser. The firm lists an industry affiliation with accountants, which suggests coordination with tax and accounting professionals for client planning.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices