Matthew Foertsch has been Managing Member & Chief Compliance Officer of Athena Wealth Management since October 2020, is a control person of the firm and directly owns 75% or more of it. Matthew Foertsch studied California State University at Long Beach.
Athena Wealth Management, LLC is a Reno, NV firm with $174M under management, 144 clients and 1 adviser across 5 offices, as of its March 2026 filing.
Matthew Foertsch is Financial Planner of Athena Wealth Management, LLC, and the firm's founder. He began his career in 2007 in Taiwan as a consultant for Taiwanese investment firms, then spent three years in the back-office of a California-based registered investment advisor before working at BlackRock. In 2017 Foertsch began helping individuals and families.
Matthew Foertsch’s longest registration was 4 years at Cetera Advisors LLC (2017–2022). Before joining Athena Wealth Management in 2022, Matthew Foertsch was registered through Cetera Advisors LLC and BlackRock Financial Management, Inc.
- – present · 4 yearsReno, NV · Adviser representative · Firm CRD 319373
- Cetera Advisors LLC– · 4 yearsMountain View, CA · Adviser representative · Firm CRD 10299
- BlackRock Financial Management, Inc– · 3 yearsSan Francisco, CA · Adviser representative · Firm CRD 107105
Professional designations
Listed by Athena Wealth Management
- Accredited Investment Fiduciary® (AIF®)
- Chartered Federal Benefits Consultant (ChFEBC℠)
Investment adviser representative registrations
Matthew Foertsch is registered as an investment adviser representative in 4 states. The first approvals date from May 2022; the most recent is Florida, in April 2025.
- CaliforniaSince 3 November 2022
- FloridaSince 8 April 2025
- NevadaSince 2 June 2022
- TexasSince 27 May 2022
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 99TO | Operations Professional Examination | 2 January 2023 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 31 March 2014 |
| Series 24 | General Securities Principal Examination | 14 July 2011 |
| Series 7 | General Securities Representative Examination | 3 March 2011 |
- Name
- Operations Professional Examination
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Principal Examination
- Name
- General Securities Representative Examination
- Full name
- Matthew A Foertsch
- CRD
- 5367216
- Firm
- Athena Wealth Management · CRD 319373
- Role
- Managing Member & Chief Compliance Officer
- Office
- 540 W. PLUMB LANE, #201, Reno, NV 89509
- Registration
- Investment adviser and broker registrations
- In the industry since
- March 2011
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
- Firm bio
- athenawm.com
Where does Matthew Foertsch work?
Matthew Foertsch has been Managing Member & Chief Compliance Officer of Athena Wealth Management, LLC since October 2020, and is a control person of the firm.
Is Matthew Foertsch a financial advisor?
Yes. Matthew Foertsch has a current investment-adviser registration in California, Florida, Nevada and Texas, through Athena Wealth Management since May 2022.
How many years of experience does Matthew Foertsch have?
Matthew Foertsch has 15 years in the financial industry, since March 2011, across 3 adviser firms.
What exams has Matthew Foertsch passed?
Matthew Foertsch has passed 4 licensing exams: the Series 7, Series 24, Series 66 and Series 99TO. The earliest, the Series 7, was passed in March 2011. FINRA credited Matthew Foertsch with the SIE, which began in October 2018.
Where did Matthew Foertsch work before Athena Wealth Management?
Before Athena Wealth Management, Matthew Foertsch was registered through BlackRock Financial Management, Inc, March 2014 to June 2017.
Where is Matthew Foertsch based?
Matthew Foertsch’s registered office is in Reno, NV.
Is Matthew Foertsch registered with FINRA?
Yes. Matthew Foertsch has a current broker registration, under CRD 5367216.
Source: FINRA BrokerCheck
How can I verify Matthew Foertsch’s record?
Search CRD 5367216 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Matthew Foertsch’s full registration record.