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| Keyboard |
| Marathon Wealth Advisors LLC
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|
|---|---|
| CRD # | 338006 |
| SEC # | 801-134223 |
| CIK # | |
| AUM | 307.8 M (2026-03-17) |
| Employees | 6 (50% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 857-201-3420 |
| Address | 131 Dartmouth Street Boston, MA 02116 |
| Source | [IAPD] [Website] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 32 | 18.9 |
| (b) Individuals (high net worth individuals) | 86 | 288.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 656 | 307.8 |
| By Discretionary | ||
| Discretionary | 656 | 307.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 656 | 307.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 307.8 | |
| Total | 656 | 307.8 |
| Firm Profile (Form ADV) | |
|---|---|
| Clients | 2 |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Synergy Financial Partners LLC
✚
|
CO | 308.7 M |
|
Finivi Inc
✚
|
MA | 308.4 M |
|
Covington & Associates Inc
✚
|
NJ | 308.2 M |
|
Broadway Wealth Solutions Inc
✚
|
TX | 308.1 M |
|
TKG Advisors LLC
✚
|
IN | 308.0 M |
|
AllSquare Wealth Management LLC
✚
|
NY | 307.8 M |
|
Generations Wealth LLC
✚
|
OH | 307.8 M |
|
Holland Advisory Services Inc
✚
|
FL | 307.7 M |
|
Dunbar Associates LLC
✚
|
CT | 307.5 M |
|
Copley Investment Management LLC
✚
|
307.3 M |