← Tributary

ATHENA WEALTH MANAGEMENT, LLC

RENO, NV · CRD 319373 · IAPD ↗ · athenawm.com · (408) 684-3705

$174.0MRegulatory AUM
1Advisory reps
3Employees
6Clients
1-10Planning clients
0Private funds
4States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

50
April 2025 — ATHENA WEALTH MANAGEMENT, LLC added office(s): 2 -> 4 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
61
April 2025 — ATHENA WEALTH MANAGEMENT, LLC reported RAUM up 31% ($107.7M -> $140.6M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
45
January 2025 — ATHENA WEALTH MANAGEMENT, LLC moved its main office from INCLINE VILLAGE, NV to RENO, NV.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
50
January 2025 — ATHENA WEALTH MANAGEMENT, LLC added office(s): 1 -> 2 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
95
June 2024 — ATHENA WEALTH MANAGEMENT, LLC (INCLINE VILLAGE, NV) is newly SEC-registered with $107.7M RAUM and 1 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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