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Marathon Wealth Advisors, LLC

● SEC registered since 2025CRD 338006SEC# 801-134223Boston, MA
Export (members)
Reg. AUM
Employees
6
Accounts
Location
Boston, MA

Marathon Wealth Advisors, LLC assets under management

Marathon Wealth Advisors, LLC operates as an SEC-registered investment adviser based in Boston, MA. The firm has been registered since 2025. It employs 6 people.

Marathon Wealth Advisors, LLC owners & executives

2 reported
NameTitleOwnershipSince
Charles G Brown IV ControlManaging MemberOver 75%2025
Jonathan Paul Yeager ControlChief Compliance Officer & Chief Operating OfficerUnder 5%2025

Frequently asked questions

How many employees does Marathon Wealth Advisors, LLC have?

Marathon Wealth Advisors, LLC reports 6 employees.

Where is Marathon Wealth Advisors, LLC located?

Marathon Wealth Advisors, LLC is based in Boston, MA and has been SEC-registered since 2025.

Does Marathon Wealth Advisors, LLC disclose fund performance?

Marathon Wealth Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address131 Dartmouth Street, 3rd Floor, Boston, MA 02116
Phone857-201-3420
Fax617-507-5351
Office hours9a.m.-5p.m.
SEC regionBoston Regional Office (BRO)
Discloses disciplinary historyNo