← Tributary

ATHENAINVEST ADVISORS LLC

GREENWOOD VILLAGE, CO · CRD 146224 · IAPD ↗ · (877) 430-5675

$80.4MRegulatory AUM
3Advisory reps
5Employees
0Clients
0Planning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

60
July 2026 — ATHENAINVEST ADVISORS LLC (GREENWOOD VILLAGE, CO) left the SEC roster (was $80.4M RAUM, 3 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.