Athena Wealth Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Athena Wealth Management serves individuals, trusts, estates, charitable organizations, and small businesses with financial planning, investment consultation, and investment management, and also offers life insurance products and educational workshops. Its planning work covers cash flow and budgeting, retirement and education funding, estate and small-business planning, and includes specialized topics such as military and federal benefits.
The firm’s investment approach emphasizes Modern Portfolio Theory, favoring low‑cost ETFs and index funds, diversified allocations that include low‑correlated assets, and fundamental analysis to define long‑term strategies; an investment policy statement is typically used to document objectives and constraints. Periodic portfolio reviews are performed and the firm provides implementation support and ongoing investment consultation while encouraging clients to retain discretion over specific implementation choices.
Noteworthy for an independent adviser of this size, the firm also acts as an independent insurance agent and discloses that it receives commissions from an insurance partner when insurance products are sold, and it occasionally participates in direct investments through certain state 529 plans (including Virginia and Ohio plans) for which it may receive commissions. The firm also offers public educational workshops and maintains an affiliated real‑estate advisory relationship that is involved in private placements for accredited investors, with disclosures and safeguards in place to address potential conflicts.
Client services
Expertise
Fee options
Commissions received for life insurance products and state 529 plans (Virginia and Ohio 529 plans).
$275 per hour for financial planning and investment consultation services, billed in 30-minute increments.
Minimum fee: One-time setup fee of $100; annual advisor fee determined by complexity, ranges between $720 and $20,000 annually, payable monthly or quarterly. Fee-only: Fixed fees based on estimated hours and complexity, ranging from $720 to $20,000 annually; hourly rate of $275 per hour for financial planning and investment consultation services.
Main office
24630 Washington Ave Suite 202
Murrieta CA 92562
Advisors at this office
1
Most active in
California
Also doing business as
Athena Wealth Management · Ig Advisors LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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