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Marathon Wealth Management, Inc.

● SEC registered since 2017CRD 289119SEC# 801-111648Melville, NY
Export (members)
Reg. AUM
$134.4M
Employees
2
Accounts
210
Location
Melville, NY

Marathon Wealth Management, Inc. assets under management

Marathon Wealth Management, Inc. is a registered investment adviser overseen by the SEC based in Melville, NY. The firm has been registered since 2017. It reports $134.4 million in regulatory assets under management and employs 2 people.
www.marathonwealth.netView on SEC.gov ↗

Marathon Wealth Management, Inc. owners & executives

1 reported
NameTitleOwnershipSince
Aaron D Lieberman ControlManaging Principal, President And Chief Compliance OfficerOver 75%2017

Frequently asked questions

How much does Marathon Wealth Management, Inc. manage?

Marathon Wealth Management, Inc. reports $134.4 million in regulatory assets under management on its Form ADV.

How many employees does Marathon Wealth Management, Inc. have?

Marathon Wealth Management, Inc. reports 2 employees.

Where is Marathon Wealth Management, Inc. located?

Marathon Wealth Management, Inc. is based in Melville, NY and has been SEC-registered since 2017.

Does Marathon Wealth Management, Inc. disclose fund performance?

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

Contact & registration

Address534 Broadhollow Road, Suite 420, Melville, NY 11747
Phone(631) 760-8385
Fax(631) 760-8391
Office hours9:00a.m. - 5:00p.m.
SEC regionNew York Regional Office (NYRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$134.4M
Non-discretionary$0
Total (RAUM)$134.4M