Athena Private Wealth

Finance · Illinois, United States · 1-10 Employees

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Overview

Headquarters

688 Lee St, Des Plaines, Illinois, 60016...

Phone Number

(847) 299-8877

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Jan
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ZI Rank
1
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About Athena Private Wealth

Athena Private Wealth is a fee-only fiduciary firm specializing in wealth management, financial planning, and investment advisory services. They offer a range of services including portfolio management, retirement planning, estate planning, and tax resources. The firm is dedicated to providing unbiased financial advice without commissions or trading fees. Their intended clients are individuals seeking comprehensive financial guidance to achieve their financial goals.Explore more
Athena Private Wealth's Social MediaPopular SearchesAthena Private Wealth LLCAthena Private WealthAthena Advisor Services LLCAthena Investment Group IncAthena FinancialSIC Code 62,628NAICS Code 52,523Show more

Athena Private Wealth Org Chart

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BB
United States flag for contact location.

Manager, Wealth Advisor, Chief Compliance Off...

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Athena Private Wealth

<$5M
1-10
Private
-
2000
BB
Brian BeasleyManager, Wealth Advisor, Chief Compliance Officer
<$5M
1-10
Private
-
2007
Kasia Marczyk, President & Founder at Anchor Wealth Management Group
Kasia MarczykPresident & Founder
<$5M
1-10
Private
-
2009
JR
John RaudatFinancial Planner & Founder
<$5M
1-10
Private
-
2019
<$5M
1-10
Private
-
2013
CT
Cuong ToChief Risk Officer & Co-Founder, Anchorpoint
<$5M
1-10
Private
-
2003
Wm. Lee, President at Wealth Advisory Services
Wm. LeePresident
<$5M
1-10
Private
-
2005
HH
Heidi HitchcockManager, Operations
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Athena Private Wealth is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Athena Private Wealth is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Athena Private Wealth.

Athena Private Wealth Tech Stack

A closer look at the technologies used by Athena Private Wealth

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Frequently Asked Questions Regarding Athena Private Wealth

What is Athena Private Wealth's official website?
Athena Private Wealth's official website is www.athenaprivatewealth.com
What is Athena Private Wealth's Revenue?
Athena Private Wealth's revenue is <$5 Million
What is Athena Private Wealth's SIC code?
Athena Private Wealth's SIC: 62,628
What is Athena Private Wealth's NAICS code?
Athena Private Wealth's NAICS: 52,523
How many employees does Athena Private Wealth have?
Athena Private Wealth has 1-10 employees
What industry does Athena Private Wealth belong to?
Athena Private Wealth is in the industry of: Finance, Securities Trading
What is Athena Private Wealth competition?
Athena Private Wealth top competitors include: Anchor Wealth Management Group, advocate investing services, Wealth Advisory Services, Canoga Wealth Management
What technology does Athena Private Wealth use?
Some of the popular technologies that Athena Private Wealth uses are: Cloudflare Website Optimization, Google Tag Manager, GoDaddy DNS, FMG Suite
How do I contact Athena Private Wealth?
Athena Private Wealth contact info: Phone number: (847) 299-8877 Website: www.athenaprivatewealth.com
What does Athena Private Wealth do?

Athena Private Wealth is a fee-only fiduciary firm specializing in wealth management, financial planning, and investment advisory services. They offer a range of services including portfolio management, retirement planning, estate planning, and tax resources. The firm is dedicated to providing unbiased financial advice without commissions or tradin... g fees. Their intended clients are individuals seeking comprehensive financial guidance to achieve their financial goals.Read More

What are Athena Private Wealth social media links?
Athena Private Wealth Linkedin page Athena Private Wealth Twitter page Athena Private Wealth Facebook page
Is Athena Private Wealth a public company?
Athena Private Wealth is private company therefore does not currently have an official ticker symbol
See more information about Athena Private Wealth

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