# Athena Advisor Services, LLC

> Athena Advisor Services, LLC is a state-registered investment advisory firm in Lombard, IL, registered since 2013, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 27, 2026.

- CRD: 150960
- Filed as: ATHENA ADVISOR SERVICES, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Lombard, IL
- Filing period: October 2026
- Form ADV filing dated: March 27, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/150960
- AdvisorCensus page: https://advisorcensus.com/firm/athena-advisor-services-llc-lombard-il-150960

## Quick answers

**How is Athena Advisor Services, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Athena Advisor Services, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Athena Advisor Services, LLC located?**
Athena Advisor Services, LLC's principal office is in Lombard, IL, according to its Form ADV.

**Is Athena Advisor Services, LLC registered with the SEC or a state?**
Athena Advisor Services, LLC is a state-registered investment advisory firm, registered since 2013. Status as filed: APPROVED. CRD 150960.

**How much does Athena Advisor Services, LLC manage?**
Athena Advisor Services, LLC reports $84,128,588 in regulatory assets under management in its Form ADV filing dated March 27, 2026 (95% discretionary).

**What types of clients does Athena Advisor Services, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (142); high net worth individuals (32).

**Does Athena Advisor Services, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/150960

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $84,128,588
- Discretionary: $79,818,634
- Non-discretionary: $4,309,954

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 142 | $37,003,047 |
| High net worth individuals | 32 | $47,125,541 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2013 (13 years)
- Employees: 3 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, FL, IL, WI
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- apwria.com
- athenaprivatewealth.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Athena Advisor Services, LLC (CRD 150960): Form ADV filing data as of October 2026.