ATHENA WEALTH MANAGEMENT, LLC
SEC RegisteredYour Financial Life Co-Pilot
About the firm
At Athena Wealth Management we have one mission: To help clients pursue their goals by making smart financial decisions. We learn about you, guide you, invest for you, and stay with you – no matter what life brings.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Financial planning with strategies tailored to client needs and goals; institutionally-priced investments and portfolio services; and objective insurance coverage review to protect financial security.
Who they serve
A select group of clients that want competent advice delivered simply.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 83 | $46M |
| High Net Worth Individuals | 61 | $125M |
6 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
1 advisor in the directory
Regulatory & compliance
Data as of March 18, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. ATHENA WEALTH MANAGEMENT, LLC 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 the SEC or FINRA websites before making any decision.