Athena Wealth Management, LLC

The firm serves individuals (including high‑net‑worth clients), trusts, estates and business entities, offering comprehensive portfolio management, asset management, and standalone financial planning and consulting. It manages discretionary portfolios across a broad set of instruments — including individual stocks, bonds, ETFs, mutual funds, options and private or structured investments — and reports approximately $174 million in regulatory assets under management.

Investment decisions are guided by a mix of fundamental, quantitative, technical, sector and cyclical analyses and are implemented through asset‑allocation approaches (strategic, dynamic, tactical and core‑satellite) with regular monitoring and rebalancing and specific duration constraints for fixed‑income exposures. The firm discloses that it may employ margin borrowing and options or other derivatives in client accounts and may utilize third‑party strategist models (Orion Communities), activities that involve additional leverage, liquidity and model‑risk considerations.

The firm operates as a solo‑owned registered adviser and maintains affiliations that include an affiliated tax preparation/accounting business and registered‑representative and insurance relationships, which the brochure identifies and manages as potential conflicts. Compared with many peers, its explicit use of borrowing and derivatives in separately managed accounts and the in‑house tax service affiliation — together with access to a wide range of private and structured products (private credit, private equity, REITs and structured products) — are the most distinctive features disclosed.