Diana Mae Atha
Investment adviser representative at Waterrock Wealth Management
42 yearsExperience
2 statesRegistered in
ChFC®Designation
$153.7MFirm assets
Are you Diana Mae Atha? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
42 years in the industry.
- Waterrock Wealth ManagementAug 2023 to now
- Prien Asset ManagementAug 2023 to now
- Diana Mae AthaJan 1984 to now
Designations
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law2011
State registrations
Registered as an investment adviser representative in 2 states (CA, NM).
Waterrock Wealth Management
Legal name: Prien Asset Management, LLC
$153.7MAssets managed
290Clients
4Advisers
3 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1456850
- Firm CRD
- 296462