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MF

Matthew A Foertsch

AIF®

ATHENA WEALTH MANAGEMENT

RENO, NV

·CRD# 5367216·15 years experience

Professional Summary

Matthew A Foertsch, AIF® is a registered financial advisor currently at ATHENA WEALTH MANAGEMENT, LLC located in Reno, Nevada and FORTUNE FINANCIAL SERIVCES, LLC 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.

At a Glance

Advisory Accounts Only

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

Blog Corner

What Does a Financial Advisor Do? Understanding Their Role, Services, and Value

What Does a Financial Advisor Do? Understanding Their Role, Services, and Value

Do I Need a Financial Advisor? A Complete Guide to Deciding If It’s Right for You

Do I Need a Financial Advisor? A Complete Guide to Deciding If It’s Right for You

What Are Financial Values and How to Align Them With Your Financial Goals

What Are Financial Values and How to Align Them With Your Financial Goals

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.

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Credentials

AIF®

Accredited Investment Fiduciary

Years of Experience

15 years in the financial services industry

Current & Past Employments

ATHENA WEALTH MANAGEMENT, LLC·CRD# 319373

RIA

540 W. Plumb Lane #201, Reno, NV 89509

May 27, 2022 - Present

FORTUNE FINANCIAL SERIVCES, LLC·CRD# 42150

BD

540 W Plumb Lane Suite 201, Reno, NV 89509

May 27, 2022 - Present

CETERA ADVISORS LLC·CRD# 10299

RIA

Mountain View, CA

June 29, 2017 - June 1, 2022

CETERA ADVISORS LLC·CRD# 10299

BD

Mountain View, CA

June 28, 2017 - June 1, 2022

BLACKROCK FINANCIAL MANAGEMENT, INC·CRD# 107105

RIA

San Francisco, CA

March 31, 2014 - June 20, 2017

BLACKROCK INVESTMENTS, LLC·CRD# 38642

BD

San Francisco, CA

March 14, 2014 - June 20, 2017

FOOTHILL SECURITIES, INC.·CRD# 1027

BD

Mountain View, CA

March 4, 2011 - March 4, 2014

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Current Firm

AW

ATHENA WEALTH MANAGEMENT, LLC

ATHENA WEALTH MANAGEMENT, LLC

CRD#: 319373 / SEC#: 801-130326

RIA

Registered Investment Advisory firm - SEC (5/22/2024 Approved)

California

Registered Investment Advisory firm - California (6/22/2024 Terminated)

Nevada

Registered Investment Advisory firm - Nevada (5/28/2024 Terminated)

Texas

Registered Investment Advisory firm - Texas (5/23/2024 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

Contact Information

Main Address

540 W. Plumb Lane #201, Reno, NV 89509

Phone Number

(408) 684-3705

# of Employees

3

SEC notice filing (4 States and Territories)

Registered to provide investment advisory services in 4 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A - FIRM BROCHURE (10/12/2026)

Regulatory Assets Under Management

Total Number of Accounts

498

AUM (Assets Under Management)

$173,979,964

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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

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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 - SEC (5/22/2024 Approved)

California

Registered Investment Advisory firm - California (6/22/2024 Terminated)

Nevada

Registered Investment Advisory firm - Nevada (5/28/2024 Terminated)

Texas

Registered Investment Advisory firm - Texas (5/23/2024 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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 securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.

RR

California
(5/27/2022)

IAR

California
(11/3/2022)

RR

Colorado
(1/2/2025)

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)

IAR

Texas
(5/27/2022)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.Note:This rule does not apply to broker-dealer activity.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 66 — Uniform Combined State Law Examination

Passed Mar 2014About the Series 66 exam

Series 99TO — Operations Professional Examination

Passed Jan 2023About the Series 99TO exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed Mar 2011About the Series 7 exam

Series 24 — General Securities Principal Examination

Passed Jul 2011About the Series 24 exam

FINRA

SRO Registrations

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CRS (Client Relationship Summary) - RIA

Click below to view Matthew A Foertsch's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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MF

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