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Building 2ATHENA WEALTH MANAGEMENT, LLC

Map pinINCLINE VILLAGE, NV
Phone650-390-5074
NotebookSEC #801-125755
Total AUM
$71.5M
Employees
1
Clients
98

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
917 TAHOE BLVD
SUITE 300 A-2
INCLINE VILLAGE
NV 89451
United States
Operating Hours
9AM - 5PM
Monday - Friday
Phone
650-390-5074
Other Offices
1

ReceiptFinancials

Total AUM
$71.5M
Accounts
239
Discretionary
$71.5M
Accounts
239
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
72
AUM
$27.1M
HNW Individual Clients
26
AUM
$44.3M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CANVTX

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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