AdFi
MA

Matthew A Foertsch

Investment Adviser Representative at ATHENA WEALTH MANAGEMENT, LLC

Reno, NVCRD #5367216Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
15 yrs
States Registered
6 states
Exams Passed
5

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Matthew A. Foertsch has worked in the securities industry since 2011. They are registered to provide investment advisory services in California, Colorado, Florida, Nevada, Tennessee, and Texas.

Registrations & licenses

Registration type
Dual-registered
Registered in 6 states
CaliforniaColoradoFloridaNevadaTennesseeTexas
Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 3/31/2014
Series 99
Operations Professional Examination
Passed 1/2/2023
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 7
General Securities Representative Examination
Passed 3/3/2011
Series 24
General Securities Principal Examination
Passed 7/14/2011

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Blended rate
0.02
Account minimum: $500,000

Firm-stated minimum; may be waived at the firm's discretion.

Source

Athena Wealth Management, LLC Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

ATHENA WEALTH MANAGEMENT, LLCCurrent
5/27/2022 – Reno, NV
CETERA ADVISORS LLC
6/29/2017 – 6/1/2022Mountain View, CA
BLACKROCK FINANCIAL MANAGEMENT, INC
3/31/2014 – 6/20/2017San Francisco, CA

Official records & sources

FINRA BrokerCheck record
Official broker registration & regulatory record
SEC IAPD record
SEC investment adviser registration record

Data as of June 26, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Matthew A Foertsch has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.