Adviser Profile
| As of Date | 10/06/2022 |
| Registration status | Registration Changed to ATHENA WEALTH MANAGEMENT, LLC |
| ADV Location | INCLINE VILLAGE, NV, United States |
| Contact Info | 650 xxxxxxx |
| Websites |
| AUM* | 71,462,231 |
| of that, discretionary | 71,462,231 |
| Number of Employees | 1 |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 0 |
| Avg Account Size | 299,005 |
| % High Net Worth | 26.53% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
- No longer eligible
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Compensation Arrangments
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Reported AUM
71M
61M
51M
41M
31M
20M
10M
2022
Private Funds
No private funds