Insights

Boutique scale Athena Private Wealth is a small advisory firm with a Registered Investment Advisor structure, suggesting a focus on personalized client service and potential need for scalable technology, CRM, and back-office support to manage growth.

Tech integration Existing tools include Calendly, Cloudflare, Open Graph, and basic web tech, indicating openness to digital client acquisition, scheduling automation, and website performance improvements to enhance lead generation and client experience.

Revenue range With annual revenue in the 1M–10M band and a small team, there is upside capacity for managed services, compliance solutions, financial planning software, and outsourcing options to support growth without overextending headcount.

Growth potential As a private wealth advisory, there is opportunity to upsell expanded financial planning offerings, risk management, and fiduciary advisory services to attract higher-net-worth clients from larger RIAs or competing firms.

Competitive landscape Market peers are large, multi-location firms; Athena can differentiate through boutique service, specialized client segmentation, and targeted marketing partnerships to win affluent clients seeking personalized attention.

Similar companies to Athena Private Wealth

Athena Private Wealth Tech Stack

Athena Private Wealth uses 8 technology products and services including Calendly, Section.io, Cloudflare CDN, and more. Explore Athena Private Wealth's tech stack below.

Calendly
Appointment Scheduling
Section.io
Content Delivery Network
Cloudflare CDN
Content Delivery Network
Cloudflare
Content Management System
jQuery Migrate
Javascript Libraries
Modernizr
Javascript Libraries
Google Maps
Maps
GoDaddy
Web Hosting

Athena Private Wealth's Email Address Formats

Athena Private Wealth uses at least 1 format(s):

Athena Private Wealth Email Formats	Example	Percentage
First.Last@athenaprivatewealth.com	John.Doe@athenaprivatewealth.com	71%
Fir.Last@athenaprivatewealth.com	Joh.Doe@athenaprivatewealth.com	15%
Last@athenaprivatewealth.com	Doe@athenaprivatewealth.com	14%

Frequently Asked Questions

What is Athena Private Wealth's phone number?

You can contact Athena Private Wealth's main corporate office by phone at

+1-847-299-****

. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Athena Private Wealth's official website and social media links?

Athena Private Wealth's official website is athenaprivatewealth.com and has social profiles on LinkedIn.

How much revenue does Athena Private Wealth generate?

As of July 2026, Athena Private Wealth's annual revenue is estimated to be $1M - $10M.

What is Athena Private Wealth's NAICS code?

Athena Private Wealth's NAICS code is 52 - Finance and Insurance.

How many employees does Athena Private Wealth have currently?

As of July 2026, Athena Private Wealth has approximately 2 employees across 1 continents, including North America. Key team members include Partner: B. B.Partner: D. A.Manager: T. S.. Explore Athena Private Wealth's employee directory with LeadIQ.

What industry does Athena Private Wealth belong to?

Athena Private Wealth operates in the Financial Services industry.

What technology does Athena Private Wealth use?

Athena Private Wealth's tech stack includes CalendlySection.ioCloudflare CDNCloudflarejQuery MigrateModernizrGoogle MapsGoDaddy.

What is Athena Private Wealth's email format?

Athena Private Wealth's email format typically follows the pattern of First.Last@athenaprivatewealth.com. Find more Athena Private Wealth email formats with LeadIQ.

When was Athena Private Wealth founded?

Athena Private Wealth was founded in 2000.

Athena Private Wealth

Q: How many employees does Athena Private Wealth have currently?

Athena Private Wealth has approximately 2 employees.

Q: What technology does Athena Private Wealth use?

Athena Private Wealth's tech stack includes Section.io, jQuery Migrate, GoDaddy, AddThis, Facebook Pixel.

Q: What is Athena Private Wealth's NAICS code?

Athena Private Wealth's NAICS code is 52 (Finance and Insurance).

Financial ServicesIllinois, United States2-10 Employees

Athena Private Wealth operates in the financial services industry and is based in Lombard, Illinois. Advisory services are provided through Athena Advisor Services LLC, which is a registered investment adviser (RIA). The organization operates with a small team.

Its primary offering consists of investment advisory services delivered through the affiliated registered investment adviser. The firm serves clients seeking professional guidance on investment decisions. More information is available on its website.