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MARATHON FINANCIAL GROUP
MARATHON WEALTH ADVISORS, LLC
CRD 338006 · SEC 801-134223
131 DARTMOUTH STREET, 3RD FLOOR, BOSTON, MA, 02116, United States
Phone
857-201-3420
Fax
617-507-5351
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$307.8M
Discretionary AUM
$307.8M
Team
6 total employees; 3 advisory reps; 2 broker-dealer reps
Clients
101-250
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-17
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 32 | $18.9M |
| High net worth individuals | 86 | $288.9M |
States served
AL, MA, NY, RI, TX, NH, FL
All web addresses on file
Official SEC filing: View on IAPD