|
⚲
|
| Keyboard |
| Athena Wealth Management LLC
✚
|
|
|---|---|
| CRD # | 319373 |
| SEC # | 801-130326 |
| CIK # | 0002128243 |
| AUM | 174.0 M (2026-03-18) |
| Employees | 3 (33% Investors, 33% Brokers) |
| Fees | |
| Minimum | |
| Phone | 408-684-3705 |
| Address | 540 W Plumb Lane Reno, NV 89509 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0002128243 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 2.7 | ||
| Citigroup Inc | 2.0 | ||
| Taiwan Semiconductor Manufacturing Co Ltd | 1.9 | ||
| Astrazeneca PLC | 1.9 | ||
| Cisco Systems Inc | 1.9 | ||
| Amazon Com Inc | 1.9 | ||
| Conocophillips | 1.7 | ||
| Nvidia Corp | 1.6 | ||
| Alphabet Inc | 1.6 | ||
| Hilton Worldwide Holdings Inc | 1.6 | ||
| Ares Capital Corp | 1.4 | ||
| Coca Cola Co | 1.4 | ||
| Microsoft Corp | 1.4 | ||
| McKesson Corp | 1.3 | ||
| Freeport McMoran Copper & Gold Inc | 1.3 | ||
| Bank of America Corp /DE/ | 1.3 | ||
| Philip Morris International Inc | 1.3 | ||
| Valero Energy Corp/Tx | 1.2 | ||
| Occidental Petroleum Corp /DE/ | 1.2 | ||
| Seagate Technology PLC | 1.2 | ||
| Southwest Airlines Co | 1.1 | ||
| Allstate Corp | 1.1 | ||
| Fedex Corp | 1.1 | ||
| FPL Group Inc | 1.1 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 83 | 46.1 |
| (b) Individuals (high net worth individuals) | 61 | 125.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 2.8 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 498 | 174.0 |
| By Discretionary | ||
| Discretionary | 498 | 174.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 498 | 174.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 174.0 | |
| Total | 498 | 174.0 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002128243] |
| Firm Profile (Form ADV) | |
|---|---|
| Clients | 6 |
| Serves | Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Wall Street Investment Management LLC
✚
|
174.7 M | |
|
Stewardship Concepts Financial Services LLC
✚
|
WA | 174.6 M |
|
Provident Financial Planning LLC
✚
|
TX | 174.2 M |
|
FMA Wealth Management LLC
✚
|
MA | 174.0 M |
|
Levatus LLC
✚
|
MA | 173.9 M |
|
Anchor Point Financial LLC
✚
|
CA | 173.6 M |
|
Benchmark Capital Group Ltd
✚
|
IL | 173.6 M |
|
Douglass Investment Group LLC
✚
|
KS | 173.6 M |
|
Pinafore Wealth Counsel Inc
✚
|
NC | 173.6 M |
|
Paradigm Capital Management LLC
✚
|
NV | 173.4 M |