Athena Wealth Management, LLC

Athena Wealth Management, LLC (CRD# 319373) is a financial advisory firm headquartered in Incline Village, NV. They manage $99,059,732 in 308 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
917 Tahoe Blvd, Suite 300 A-2, Incline Village, NV 89451
https://www.athenawm.com
By the Numbers
  • Total Assets Under Management
    99
    MILLION
  • Total Number of Accounts
    308
    ACCOUNTS
  • Average Account Value
    $321,623
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, NV, TX

Financial Advisors at Athena Wealth Management, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Matthew Foertsch, financial advisor Incline Village NV
Matthew A. Foertsch
CRD#: 5367216
917 Tahoe Blvd, Suite 300 A-2, Incline Village, NV 89451

Matthew Foertsch (CRD# 5367216) is an Investment Advisor Representative working at Athena Wealth Management, LLC in Incline Village, NV and has over 10 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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