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
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jul 2025 | $140.6M | $140.6M | $0 | 6 | 12 |
| Apr 2025 | $140.6M | $140.6M | $0 | 6 | 12 |
| Mar 2025 | $140.6M | $140.6M | $0 | 6 | 12 |
| Dec 2024 | $107.7M | $107.7M | $0 | 3 | 6 |
| Apr 2024 | $107.7M | $107.7M | $0 | 3 | 6 |
| Oct 2022 | $71.5M | $71.5M | $0 | 1 | 0 |
| Sep 2022 | $71.5M | $71.5M | $0 | 1 | 0 |
| Aug 2022 | $71.5M | $71.5M | $0 | 1 | 0 |
| Jul 2022 | $0 | $0 | $0 | 1 | 0 |
| Jul 2022 | $0 | $0 | $0 | 1 | 0 |
| May 2022 | $0 | $0 | $0 | 1 | 0 |
| Apr 2022 | $0 | $0 | $0 | 1 | 0 |
DateJul 2025
Total AUM$140.6M
Discretionary$140.6M
Non-Disc.$0
Employees6
Clients12
DateApr 2025
Total AUM$140.6M
Discretionary$140.6M
Non-Disc.$0
Employees6
Clients12
DateMar 2025
Total AUM$140.6M
Discretionary$140.6M
Non-Disc.$0
Employees6
Clients12
DateDec 2024
Total AUM$107.7M
Discretionary$107.7M
Non-Disc.$0
Employees3
Clients6
DateApr 2024
Total AUM$107.7M
Discretionary$107.7M
Non-Disc.$0
Employees3
Clients6
DateOct 2022
Total AUM$71.5M
Discretionary$71.5M
Non-Disc.$0
Employees1
Clients0
DateSep 2022
Total AUM$71.5M
Discretionary$71.5M
Non-Disc.$0
Employees1
Clients0
DateAug 2022
Total AUM$71.5M
Discretionary$71.5M
Non-Disc.$0
Employees1
Clients0
DateJul 2022
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateJul 2022
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateMay 2022
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateApr 2022
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0