# Athena Wealth Management

> Athena Wealth Management is a state-registered investment advisory firm in Murrieta, CA, registered since 2019, reporting under $25 million in regulatory assets under management in its Form ADV filing dated May 15, 2026.

- CRD: 304017
- Filed as: ATHENA WEALTH MANAGEMENT
- Legal name: IG Advisors LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Murrieta, CA
- Filing period: October 2026
- Form ADV filing dated: May 15, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/304017
- AdvisorCensus page: https://advisorcensus.com/firm/athena-wealth-management-murrieta-ca-304017

## Quick answers

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

**Where is Athena Wealth Management located?**
Athena Wealth Management's principal office is in Murrieta, CA, according to its Form ADV.

**Is Athena Wealth Management registered with the SEC or a state?**
Athena Wealth Management is a state-registered investment advisory firm, registered since 2019. Status as filed: APPROVED. CRD 304017.

**How much does Athena Wealth Management manage?**
Athena Wealth Management reports $5,006,417 in regulatory assets under management in its Form ADV filing dated May 15, 2026 (100% discretionary).

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

**Does Athena Wealth Management 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/304017

## 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: $5,006,417
- Discretionary: $5,006,417
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 61 | $5,006,417 |

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

### Firm details
- Registered since: 2019 (6 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- myathenawealth.com
- LinkedIn @roland-ortiz-80662227

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Athena Wealth Management (CRD 304017): Form ADV filing data as of October 2026.