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| Keyboard |
| Marathon Wealth Management Inc
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|---|---|
| CRD # | 289119 |
| SEC # | 801-111648 |
| CIK # | |
| AUM | 150.5 M (2026-05-05) |
| Employees | 2 (50% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 631-760-8385 |
| Address | 105 Maxess Road Melville, NY 11747 |
| Source | [IAPD] [Website] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 25 | 16.6 |
| (b) Individuals (high net worth individuals) | 40 | 134.0 |
| (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 | 200 | 150.5 |
| By Discretionary | ||
| Discretionary | 200 | 150.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 200 | 150.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 150.5 | |
| Total | 200 | 150.5 |
| Firm Profile (Form ADV) | |
|---|---|
| Clients | 4 |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Renaissance Holdings LLC
✚
|
MS | 150.9 M |
|
KUHN Wealth Management Inc
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|
IL | 150.8 M |
|
Provision Asset LLC
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|
150.7 M | |
|
Veritas Wealth Partners LLC
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|
150.7 M | |
|
Aureum Wealth Management LLC
✚
|
FL | 150.6 M |
|
North Woods Asset Management LLC
✚
|
NY | 150.4 M |
|
1015 Capital Partners LLC
✚
|
150.4 M | |
|
Auerbach Investment Services LLC
✚
|
PA | 150.2 M |
|
ICOM Advisors LLC
✚
|
150.2 M | |
|
191 Godwin Associates Inc D/B/A Godwin Capital Management
✚
|
NJ | 150.1 M |