ATHENA WEALTH MANAGEMENT

ATHENA WEALTH MANAGEMENT of MURRIETA, CA is an SEC-registered investment adviser (CRD 304017). Regulatory assets under management: $5.0M.

Registration

• CRD: 304017
• Type: Registered investment adviser
• Location: 24630 WASHINGTON AVE SUITE 202, MURRIETA, CA, 92562
• Phone: 9514486579
• Latest filing: 2026-05-15
• Regulatory AUM: $5.0M
• Discretionary AUM: $5.0M
• Clients: 1
• Accounts: 61

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 304017 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search