# Athena Wealth Management, LLC

> Athena Wealth Management, LLC is an SEC-registered investment advisory firm in Reno, NV, registered since 2024, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 18, 2026.

- CRD: 319373
- Filed as: ATHENA WEALTH MANAGEMENT, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Reno, NV
- Filing period: October 2026
- Form ADV filing dated: March 18, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/319373
- AdvisorCensus page: https://advisorcensus.com/firm/athena-wealth-management-llc-reno-nv-319373

## Quick answers

**How is Athena Wealth Management, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Athena Wealth Management, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Where is Athena Wealth Management, LLC located?**
Athena Wealth Management, LLC's principal office is in Reno, NV, according to its Form ADV; the April 2026 filing also lists 2 other offices (Schedule D, Section 1.F).

**Is Athena Wealth Management, LLC registered with the SEC or a state?**
Athena Wealth Management, LLC is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 319373.

**How much does Athena Wealth Management, LLC manage?**
Athena Wealth Management, LLC reports $173,979,964 in regulatory assets under management in its Form ADV filing dated March 18, 2026 (100% discretionary).

**How have Athena Wealth Management, LLC's assets and staff changed since 2022?**
In the Form ADV data for Athena Wealth Management, LLC: Regulatory assets under management: $71,462,231 in the October 2022 data and $173,979,964 in the October 2026 data, up 143%. Total employees: 1 in October 2022 and 3 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Athena Wealth Management, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (83); high net worth individuals (61).

**Which custodians does Athena Wealth Management, LLC use?**
Athena Wealth Management, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Fidelity Brokerage Services LLC as a custodian holding 10% or more of its separately managed account assets.

**Does Athena Wealth Management, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/319373

**What changed in Athena Wealth Management, LLC's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $140,638,331 to $173,979,964 (+24%).

## From the Form ADV filing

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

### Custodians (Schedule D, Section 5.K(3))
- Fidelity Brokerage Services LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $173,979,964
- Discretionary: $173,979,964
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 83 | $46,093,015 |
| High net worth individuals | 61 | $125,098,276 |
| Charitable organizations | Fewer than 5 | $2,788,673 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2024 (2 years)
- Employees: 3 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, FL, NV, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the April 2026 filing
- Incline Village, NV
- Los Gatos, CA

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

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2022 | $71,462,231 | 1 | September 23, 2022 |
| October 2024 | $107,719,114 | 3 | April 22, 2024 |
| October 2025 | $140,638,331 | 6 | July 8, 2025 |
| October 2026 | $173,979,964 | 3 | March 18, 2026 |

Regulatory assets under management: $71,462,231 in the October 2022 data and $173,979,964 in the October 2026 data, up 143%.
Total employees: 1 in October 2022 and 3 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $140,638,331 to $173,979,964 (+24%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Athena Wealth Management, LLC (CRD 319373): Form ADV filing data as of October 2026.