MF
Matthew A. Foertsch
ATHENA WEALTH MANAGEMENT
RENO, NV 89509
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CRD#: 5367216
MF
Professional summary
Matthew A Foertsch, AIF® is a registered financial advisor currently at ATHENA WEALTH MANAGEMENT, LLC located in Reno, Nevada and FORTUNE FINANCIAL SERVICES, INC. located in Reno, Nevada.
Matthew is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2011. Matthew has worked at 6 firms and has passed the Series 66, Series 99TO, SIE, Series 7 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
(1) FIXED INSURANCE WITH VARIOUS COMPANIES; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FIXED INSURANCE; START DATE: 06/2017; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 1; POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT BRIEF DESCRIPTION OF DUTIES: SELLS LIFE INSURANCE AND ANNUITIES (2) EDWARD BATTAGLIA IRREVOCABLE TRUST ; INVESTMENT RELATED: NO; ADDRESS: SAME AS REGISTERED LOCATION ; NATURE OF BUSINESS: TRUST ; START DATE: 01/2022 ; POSITION/TITLE/RELATIONSHIP: TRUST PROTECTOR; APX NUMBER OF HOURS PER WEEK: LESS THAN 1 ; APX NUMBER OF HOURS DURING TRADING HOURS: LESS THAN 1 ; BRIEF DESCRIPTION OF DUTIES: TRUST PROTECTOR (3) PAMELA BATTAGLIA IRREVOCABLE TRUST ; INVESTMENT RELATED: NO; ADDRESS: SAME AS REGISTERED LOCATION ; NATURE OF BUSINESS: TRUST ; START DATE: 01/2022 ; POSITION/TITLE/RELATIONSHIP: TRUST PROTECTOR; APX NUMBER OF HOURS PER WEEK: LESS THAN 1 ; APX NUMBER OF HOURS DURING TRADING HOURS: LESS THAN 1 ; BRIEF DESCRIPTION OF DUTIES: TRUST PROTECTOR (4) RIA - ATHENA WEALTH MANAGEMENT, LLC; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FINANCIAL SERVICES; START DATE: 5/2022; APX NUMBER OF HOURS PER WEEK: 40; APX NUMBER OF HOURS DURING TRADING HOURS: 32.5; BRIEF DESCRIPTION OF DUTIES: RUN DAY TO DAY OPERATIONS AND MANAGE EMPLOYEES (5) Advisor Accountancy Services, LLC: tax prep will start 01/01/2024 - 5 hrs/week during trading hours (6) Cheburashka, LLC, Investment-Related, 540 W. Plumb Lane, Suite 201, Reno, NV 89509, Real Estate, Managing Member, 11/2024, Less than 1 hour a month, Real Estate Management
CRS (Client Relationship Summary) - RIA
Click below to view Matthew A Foertsch's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
Experience
Current
May 27, 2022 - Present
ATHENA WEALTH MANAGEMENT, LLC
Office #1: 540 W. Plumb Lane #201, Reno, NV 89509RIA
CRD#: 319373
RENO, NV
Current
May 27, 2022 - Present
FORTUNE FINANCIAL SERVICES, INC.
Office #1: 540 W Plumb Lane Suite 201, Reno, NV 89509BD
CRD#: 42150
Reno, NV
Past
June 29, 2017 - June 1, 2022
CETERA ADVISORS LLC
RIA
CRD#: 10299
MOUNTAIN VIEW, CA
Past
June 28, 2017 - June 1, 2022
CETERA ADVISORS LLC
BD
CRD#: 10299
MOUNTAIN VIEW, CA
Past
March 31, 2014 - June 20, 2017
BLACKROCK FINANCIAL MANAGEMENT, INC
RIA
CRD#: 107105
SAN FRANCISCO, CA
Past
March 14, 2014 - June 20, 2017
BLACKROCK INVESTMENTS, LLC
BD
CRD#: 38642
SAN FRANCISCO, CA
Past
March 4, 2011 - March 4, 2014
FOOTHILL SECURITIES, INC.
BD
CRD#: 1027
MOUNTAIN VIEW, CA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
AW
ATHENA WEALTH MANAGEMENT, LLC
ATHENA WEALTH MANAGEMENT, LLC
CRD#: 319373 / SEC#: 801-130326
RIA
Registered Investment Advisory firm - (5/22/2024 Approved)California
Registered Investment Advisory firm - (6/22/2024 Terminated)Nevada
Registered Investment Advisory firm - (5/28/2024 Terminated)Texas
Registered Investment Advisory firm - (5/23/2024 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
California(5/27/2022)
IAR
California(11/3/2022)
RR
Colorado(1/2/2025)
RR
Connecticut(5/27/2022)
RR
Florida(5/27/2022)
IAR
Florida(4/8/2025)
RR
Nevada(6/2/2022)
IAR
Nevada(6/2/2022)
RR
Tennessee(5/27/2022)
RR
Texas(5/27/2022)
IAR
Texas(5/27/2022)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
AW
ATHENA WEALTH MANAGEMENT, LLC
ATHENA WEALTH MANAGEMENT, LLC
CRD#: 319373 / SEC#: 801-130326
RIA
Registered Investment Advisory firm - (5/22/2024 Approved)California
Registered Investment Advisory firm - (6/22/2024 Terminated)Nevada
Registered Investment Advisory firm - (5/28/2024 Terminated)Texas
Registered Investment Advisory firm - (5/23/2024 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
540 W. Plumb Lane #201, Reno, NV 89509
Mailing Address
Phone number
(408) 684-3705
Established
Firm type
Fiscal year end
# of Employees
6
SEC notice filing (4 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 392 |
| AUM (Assets Under Management) | $ 140,638,331 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
