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Athelon Wealth Management, LLC

Athelon Wealth Management, LLC
Athelon Wealth Management is an Independent Fee-Only Registered Investment Adviser based in Staten Island, New York. We offer comprehensive investment management services tailored to fit the needs of each individual client. Our process involves creating highly customized portfolios to obtain the desired level of return ...(see more)

Firm Information

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Articles/Publications

Join Us For A FREE Live Webcast – Financial Markets Update – Athelon Wealth Management

Due to high demand and over 12,000 views on YouTube, Athelon Wealth Management will host a FREE live webcast to provide valuable market insights and dispel the myths regarding investing and the financial industry.

Alexander Efros, MBA, CPA’s New Video Series Featured On InvestmentNews.com

Alexander Efros, MBA, CPA, President and Founder of Athelon Wealth Management, is featured in a new article on InvestmentNews.com covering his new video series which offers surprising insights seldom spoken outside the doors of today’s prominent brokerage firms.

Occupy Wall Street: A Wall Street Stock Broker Speaks Out

Alexander Efros, MBA, CPA, President and Founder of Athelon Wealth Management, occupies Wall Street in a different way. Mr. Efros sits down with a FINRA-licensed Wall Street Stock Broker to discuss the training and qualifications necessary to be a licensed stock broker, as well as the sales tactics and business models currently being used in the highly lucrative brokerage industry.

Top 5 Reasons Financial News Won’t Help You Invest

Financial news seems to be everywhere these days. In our time of 24-hour television programming and with the rapid-fire pace of the internet, news outlets have come to revel in the expulsion of constant financial predictions, assessments, editorials, and endless debate. Most of this content, however, is pure nonsense.

Athelon Wealth Management Featured In A New Article On InvestmentNews.com Discussing The Fiduciary Standard

Alexander Efros, MBA, CPA, President and Founder of Athelon Wealth Management, is featured in a new article on InvestmentNews.com showcasing the differences between brokers and investment advisers. In addition, Mr. Efros discusses the difference between the suitability and fiduciary standards.

An Introduction to Mutual Funds – Top 10 Questions Answered

This article is meant to address some of the more common inquiries regarding mutual funds and provide answers in plain English. Although it covers only some of the characteristics of mutual funds, it is intended to be helpful for those new to investing and also individuals looking to widen their financial understanding.

An Introduction to Mutual Funds (Video)

Alexander Efros, MBA, CPA, President and Founder of Athelon Wealth Management, provides insights and outlines the benefits and risks associated with investing in mutual funds. Please note that mutual funds represent just one of the investment types used by Athelon Wealth Management, an Independent Fee-Only Registered Investment Adviser based in Staten Island, New York. We tailor portfolios to accommodate the needs of each individual client, and as such, we often use a variety of security types and investment vehicles to provide value for our clients.

Risk Management – Part II – Portfolio Rebalancing

While diversification has long been accepted as a valuable component of a risk-managed portfolio, another powerful mechanism which can be used to minimize risk is portfolio rebalancing. Rebalancing is the systematic reallocation of assets within a portfolio either on a periodic or conditional basis.

Risk Management – Part I – Diversification

Diversification has long been accepted as an effective tool for minimizing risk within a portfolio. This may be accomplished by investing across many different asset classes, security types, geographies and risk levels.

The Ills of Illiquidity – Potential Pitfalls of Investing in Non-Marketable and Illiquid Securities

As investors scour the financial landscape in the search for lucrative investment options, it is easy to be tempted by the lure of the potentially high returns often touted by issuers of non-marketable securities.

Risk & Return – A Match Made in Finance

When considering an investment opportunity, investors typically rely on a single number in making investment decisions: the nominal return of an investment. The nominal return is the amount quoted in statements such as “this investment can show you 15% annual returns” or “this product pays a 10% fixed annual rate”.

The Building Blocks of Wealth – A Comparison of Popular Investment Options

There are many different investment strategies and financial instruments available to investors, each with its own benefits and risk factors. This article outlines some of the basic similarities and differences between certain types of investments commonly referenced in financial and news media. This article is intended to be helpful for those new to investing and also individuals looking to widen their financial understanding.

Top 7 Things Your Wall Street Broker Doesn’t Want You To Know

In this article, Alexander Efros, MBA, CPA, President and Founder of Athelon Wealth Management, presents a few things your Wall Street broker doesn’t want you to know.

Top 7 Things Your Wall Street Broker Doesn’t Want You To Know (Video)

Alexander Efros, MBA, CPA, President and Founder of Athelon Wealth Management, presents a few things your Wall Street broker doesn’t want you to know.

Top 5 Myths About Your 401k Plan

Over the last three decades, 401k plans have become a venerable darling of the investment world. Millions of U.S. employees currently contribute to their tax-deferred accounts with the hope of a prosperous retirement. However, the high level of confidence in 401k plans may be more attributable to misinformation rather than the actual facts regarding these accounts.

The Building Blocks of Wealth (Part II) – Hedge Funds, Private Equity, ETFs, and REITs (Video)

Alexander Efros, MBA, CPA, presents The Building Blocks of Wealth (Part II): Hedge Funds, Private Equity, ETFs, and REITs. In this video, Mr. Efros outlines the similarities and differences between various investment options currently available in the market.

The Building Blocks of Wealth (Part I) – Stocks, Bonds, Mutual Funds, and Index Funds (Video)

Alexander Efros, MBA, CPA, presents The Building Blocks of Wealth (Part I): Stocks, Bonds, Mutual Funds, and Index Funds. In this video, Mr. Efros outlines the similarities and differences between various investment options currently available in the market.

Alexander Efros, MBA, CPA, Speaks At The NYSSCPA Annual Accounting Night (Video)

Alexander Efros, MBA, CPA, President and Founder of Athelon Wealth Management, provides insights to business students and future CPA’s at the NYSSCPA Annual Accounting Education Night in Staten Island, New York.

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Advisors (0)

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No advisors listed.

Firm Assets Under Management

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Not Available
Total Assets
Not Available
Accounts
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Estimated Average Account Balance
*The AUM displayed is firm level data as reported on the SEC ADV filings and may not reflect all of a firm's assets.
*Average Account Balance is the total AUM of the firm divided by the number of accounts listed on the SEC ADV filing. This calculation is an estimate.

Ownership

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*The pie chart is not drawn to scale and is simply included to make the data visually understandable. The ownership is from the firm's or advisor's Form ADV. Executives with less than 5% share may not own any of the firm. Please see the Form ADV for complete disclosure.

Executives and Control Persons

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Name Title Tenure Date
Alexander Efros, MBA, CPA President, Managing Member, Chief Compliance Officer 07/01/2011

Affiliated Investment Advisors and Broker Dealers

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No firm affiliates listed.

Principal Office & Place of Business

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Principal Office

Address:

Staten Island , NY 10312
Phone Number: 347-706-1414

Firm Compensation Arrangements

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Fee Only
Firm

This firm has certified that they are compensated solely by their clients, and do not accept commissions or compensation of any kind based on the products they recommend.


Types of Compensation Arrangements