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Building 2ATHENA WEALTH MANAGEMENT, LLC

Map pinRENO, NV
Phone(408) 684-3705
NotebookSEC #801-130326
Total AUM
$174M
Employees
3
Clients
145

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
540 W. PLUMB LANE
#201
RENO
NV 89509
United States
Operating Hours
7AM - 4PM
Monday - Friday
Phone
(408) 684-3705
Other Offices
4

ReceiptFinancials

Total AUM
$174M
Accounts
498
Discretionary
$174M
Accounts
498
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
83
AUM
$46.1M
HNW Individual Clients
61
AUM
$125.1M
Charitable Organization Clients
1
AUM
$2.8M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLNVTX

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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