ATHENA WEALTH MANAGEMENT, LLC
CRD #319373 SEC #801-130326 RENO, NV (408) 684-3705
SEC Registered
Total AUM
$140.6M
Discretionary
$140.6M
Employees
6
Clients
26
Accounts
392
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Nevada
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Jul 8, 2025
- Branch Offices
- 4
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| FOERTSCH, MATTHEW, A | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| FOERTSCH, MATTHEW, A | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| FOERTSCH, MATTHEW, A | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| FOERTSCH, MATTHEW, A | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| FOERTSCH, MATTHEW, A | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| FOERTSCH, MATTHEW, A | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| FOERTSCH, MATTHEW, A | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| FOERTSCH, MATTHEW, A | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| FOERTSCH, MATTHEW, A | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| FOERTSCH, MATTHEW, A | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| FOERTSCH, MATTHEW, A | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| FOERTSCH, MATTHEW, A | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| FOERTSCH, MATTHEW, A | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
Registrations
Federal
IA
Jul 8, 2025 REGISTERED
Notice Filings (4)
CA FL NV TX
Address
540 W. PLUMB LANE#201
RENO, NV 89509
United States
Phone: (408) 684-3705