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Matthew A Foertsch

ATHENA WEALTH MANAGEMENT, LLC·RENO, Nevada
Unclaimed Profile
540 W. PLUMB LANE, RENO, NV 89509CRD# 5367216Firm CRD# 319373
01

About

Matthew A Foertsch is a registered financial advisor based in RENO, Nevada, affiliated with ATHENA WEALTH MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
ATHENA WEALTH MANAGEMENT, LLC
ATHENA WEALTH MANAGEMENT, LLC
AUM
$108M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at ATHENA WEALTH MANAGEMENT, LLC →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 5367216
Firm CRD# 319373
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Matthew A Foertsch offer?
Matthew A Foertsch specializes in Financial Planning, Investment Management. Contact their office in RENO, Nevada for a consultation.
What are Matthew A Foertsch's credentials?
Matthew A Foertsch is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Matthew A Foertsch located?
Matthew A Foertsch is based in RENO, Nevada, working with ATHENA WEALTH MANAGEMENT, LLC. Their office serves clients in the RENO metropolitan area and surrounding communities.
How does Matthew A Foertsch charge for services?
Matthew A Foertsch's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ATHENA WEALTH MANAGEMENT, LLC?
ATHENA WEALTH MANAGEMENT, LLC has approximately 3 employees and manages $108M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Nevada
LAS VEGAS (195)HENDERSON (31)INCLINE VILLAGE (26)SPARKS (7)CARSON CITY (6)
City Guides
LAS VEGAS GuideHENDERSON GuideINCLINE VILLAGE GuideSPARKS GuideCARSON CITY Guide
Research
Advisor Fees in NevadaNational Fee Analysis
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