Athena Wealth Management, LLC

EST. AUM
$173,979,964

CONTACTS

CLIENT ACCOUNTS
498

Firm Details

Metro area Reno
CRD Number 319373
Website athenawm.com
Client types

Overview

Athena Wealth Management, LLC is an independent, SEC-registered investment adviser (RIA) headquartered in Reno, Nevada, with an additional high-touch operational branch located in Los Gatos, California. Managed under the leadership of principal wealth advisor Matthew A. Foertsch, AIF®, ChFEBC®, the boutique advisory practice operates under a strict 100% fiduciary standard of care, legally binding the firm to serve the absolute best interests of its clients. Functioning as a "financial life co-pilot," the practice focuses heavily on synthesizing complex life-milestone planning, custom lifestyle retirement engineering, and multi-scenario estate structures tailored to individual retail savers, mass-affluent professionals, and high-net-worth households. As a hybrid enterprise, the firm eliminates traditional wirehouse conflicts by integrating independent fee-only portfolio tracking alongside necessary commission-free brokerage scaling backed by Fortune Financial Services, Inc. Their underlying methodology completely avoids speculative short-term market timing, creating globally diversified, cost-efficient asset allocation strategies utilizing liquid individual equities, institutional low-cost mutual funds, and diversified exchange-traded funds (ETFs) designed to insulate capital and optimize long-term purchasing power.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Athena Wealth Management, LLC

Platform Details

Investment Preferences

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