Managing Member & Chief Compliance Officer · Athena Wealth Management, LLC
Matthew A Foertsch
CRD 5367216 · Named on Form ADV at one SEC-registered adviser
At a glance
Athena Wealth Management, LLC, an SEC-registered wealth manager based in Reno, NV with $174 million in regulatory assets, lists Matthew A Foertsch on its Form ADV as Managing Member & Chief Compliance Officer, a control person.
Firms and roles
- Athena Wealth Management, LLCManaging Member & Chief Compliance OfficerWealth manager · Reno, NV · $174M in regulatory assets
AtlasMembers
Matthew’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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- Search and export owners by title, state and firm size
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Matthew’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.