A
Athena's Wealth, Inc.
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Clients per advisor
0
Average account size
—
About
Athena’s Wealth is a Utah-registered investment advisory firm that describes its client base as individuals and high-net-worth clients and provides tailored investment management alongside project-based and ongoing comprehensive financial planning. Services listed in the brochure include portfolio construction tied to an investment policy statement, retirement and college planning, business planning, tax-aware advice, and estate and risk-management planning.
The firm describes a primarily passive investment approach informed by Modern Portfolio Theory, supplemented by fundamental and cyclical analysis, and typically uses low-cost index mutual funds and ETFs to build diversified portfolios. Athena’s Wealth recommends custodians for execution (the brochure notes a relationship with TD Ameritrade and receipt of certain research/soft-dollar benefits), allows reasonable client-imposed restrictions, and states accounts are reviewed at least quarterly.
Noteworthy for a firm in this category, the principal continues to operate an affiliated accounting and tax business and the brochure discloses that this relationship consumes roughly 25% of the principal’s time and could create an economic conflict; clients are required to opt in and sign separate agreements if they engage both businesses. The firm also routinely offers educational seminars and speaking engagements (including the possibility of pro‑bono events) and the principal participates as a university lifelong-learning instructor, reflecting an emphasis on public education in addition to advisory work.
Client services
Financial planning
Portfolio management
Educational seminars or workshops
Expertise
Cash flow / budgeting
College savings (529s, UTMA, etc.)
Fee options
Project-Based Financial Planning fees range from $500 to $1,500 fixed fee; Ongoing Comprehensive Financial Planning upfront fees range from $2,000 to $8,000 plus ongoing monthly fees of $200 to $650
$0 - $1,000,000: 1.00% $1,000,001 - $3,000,000: 0.85% $3,000,001+: 0.65%
$150.00 per hour (used to calculate Fixed Fees)
Main office location
Athena's Wealth, Inc.
Park City UT, United States
Number of offices
1
Most active in
Athena's Wealth, Inc. has reported serving >5 clients in these states in the last 12 months.
Utah
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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