Athena Wealth Management

Athena Wealth Management (CRD# 304017) is a financial advisory firm headquartered in Murrieta, CA. They manage $907,256 in 28 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
24630 Washington Ave Suite 202, Murrieta, CA 92562
http://www.myathenawealth.com
By the Numbers
  • Total Assets Under Management
    1
    MILLION
  • Total Number of Accounts
    28
    ACCOUNTS
  • Average Account Value
    $32,402
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Athena Wealth Management
Showing 1 - 1 of 1 top financial advisors.
1
Roland Ortiz, financial advisor Murrieta CA
Roland Ortiz
CRD#: 6762933
24630 Washington Ave Suite 202, Murrieta, CA 92562

Roland Ortiz (CRD# 6762933) is an Investment Advisor Representative working at Athena Wealth Management in Murrieta, CA and has over 6 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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