Athena Wealth Management, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$171,191,291
Clients
144
42% high-net worth
Advisors
1
of 3 employees
Firm type
Supported
1-3 advisors or $200M+ in AUM
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
144
Very HighAverage account size
$1,188,828
About
Athena Wealth Management advises individuals (including high-net-worth clients), trusts, estates, charitable organizations, and various business entities, providing discretionary portfolio and asset management as well as standalone financial planning and consulting. The firm generally charges percentage-of-AUM fees for portfolio services and offers planning on hourly or flat-fee arrangements.
The firm describes a multi-disciplinary investment process that uses asset-allocation frameworks alongside fundamental, technical, quantitative, qualitative, sector and cyclical analysis, and applies duration constraints for fixed-income exposure. It also discloses the use of derivatives (including options) and borrowing/margin in separately managed accounts and accesses third-party strategist models (via platforms such as Orion), indicating a readiness to employ leverage and more complex instruments when appropriate.
Noteworthy distinctions from many peers include operating five offices while managing roughly $174 million for about 144 clients, an uncommon office footprint for a firm of this size, and an affiliation with an accounting/tax-preparation entity (Advisor Tax Services, LLC) through which tax services may be offered or coordinated. The brochure also discloses representatives’ securities and insurance registrations and the firm’s ability to recommend structured products, private credit/equity, and fee-based variable annuities, with stated mitigation measures for related conflicts of interest.
Client services
Financial planning
Portfolio management
Expertise
Equity compensation tax strategy
Options & derivatives strategies
Private / alternative investments
Charitable giving tax strategies
Fee options
Flat fees for financial planning and consulting services range from $1,000 to $10,000
Commissions received from securities sales and insurance products by representatives who are registered representatives and insurance agents
Up to $500 per hour for financial planning and consulting services
Account minimum: $500,000 Fee-only: Hourly fee up to $500/hr; Flat fees range from $1,000 to $10,000 for financial planning and consulting services
Main office location
Athena Wealth Management, LLC
540 W. Plumb Lane, #201
Reno NV 89509, United States
Number of offices
5
Most active in
Athena Wealth Management, LLC has reported serving >5 clients in these states in the last 12 months.
California · Florida · Nevada · Texas
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:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")