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MARATHON WEALTH MANAGEMENT, INC.

CRD 289119 · SEC 801-111648

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105 MAXESS ROAD, SUITE 124, MELVILLE, NY, 11747, United States

Phone

(631) 760-8385

Fax

(631) 760-8391

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$150.5M

Discretionary AUM

$150.5M

Team

2 total employees; 1 advisory reps; 4 broker-dealer reps

Clients

11-25

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Corporation

Filing date

2026-05-05

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers

Client types

TypeClientsAUM
Individuals25$16.6M
High net worth individuals40$134.0M

States served

NY, FL

All web addresses on file

Official SEC filing: View on IAPD