Company Information

Get to know Athena Wealth Strategies

Founded in 2008 by Katherine Forrester Schneewind, Athena Wealth Strategies is a registered investment adviser that operates under a fiduciary standard. The firm focuses on providing personalized and comprehensive wealth management services, including financial planning, investment management, retirement planning, and estate planning. They emphasize a disciplined, long-term investment approach and build customized portfolios tailored to the individual goals and risk tolerance of their clients, who primarily consist of individuals, families, and trusts.

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Financial Wealth ManagementPRIMARY
Financial Other Service

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Athena Wealth Strategies

United States

Founded in

2015 (11 Years)

Founded

Last online: No recent activity

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OVERALL SCORE

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BridgerPay

(180 reviews)

Cyprus

2017

(9 years)

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License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.