Insights

High Net Worth Focus Athena Private Wealth specializes in serving households with a minimum net worth of $250,000, presenting an opportunity to tailor premium financial products and personalized advisory services to affluent clients seeking comprehensive wealth management solutions.

Digital Engagement The company's website and technology stack, including tools like Calendly and Google Maps, indicate a focus on streamlined digital interactions, offering a gateway for promoting advanced online financial planning services and virtual consultations to attract tech-savvy high-net-worth individuals.

Growing Revenue Range With an estimated revenue between 1 million to 10 million dollars, Athena Private Wealth is positioned for expansion, making it a promising target for investment in new financial products, technology upgrades, or marketing campaigns aimed at increasing its market share.

Boutique Service Model Operating with a small team of 2 to 10 employees, Athena emphasizes personalized, bespoke financial planning, which highlights sales opportunities in premium service offerings, specialized financial education, and exclusive client events tailored for high-net-worth individuals.

Industry Positioning By aligning with well-known competitors like Morgan Stanley and Raymond James, Athena can leverage its niche positioning to attract clients seeking dedicated, personalized wealth management outside large institution frameworks, suggesting opportunities for targeted marketing campaigns highlighting its bespoke approach.

Similar companies to Athena Private Wealth

Athena Private Wealth Tech Stack

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

Calendly
Appointment Scheduling
Cloudflare CDN
Content Delivery Network
Section.io
Content Delivery Network
Cloudflare
Content Management System
jQuery
Javascript Libraries
Awesomplete
Javascript Libraries
Google Maps
Maps
Facebook
Widgets

Media & News

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	42%
Fir.Last@athenaprivatewealth.com	Joh.Doe@athenaprivatewealth.com	8%
Last@athenaprivatewealth.com	Doe@athenaprivatewealth.com	8%
First.Last@athenaprivatewealth.com	John.Doe@athenaprivatewealth.com	42%

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.

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 December 2025, 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 CalendlyCloudflare CDNSection.ioCloudflarejQueryAwesompleteGoogle MapsFacebook.

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 JSON-LD, Cloudflare Bot Management, jQuery, Bootstrap, Facebook.

Financial ServicesIllinois, United States2-10 Employees

Your wealth is more than just your money.  Your financial decisions significantly affect your freedom, loved ones, your health, and your well-being. Those decisions also represent who you are, or who you wish to become.

Experience a unique planning process with our team.  We help you plan and manage every area of your finances on an ongoing basis.

Our services are most appropriate for households with at least $250,000 of net worth.

Advisory Services offered through Athena Advisor Services LLC, A Registered Investment Advisor