Marathon Wealth Advisors, LLC
● SEC registered since 2025CRD 338006SEC# 801-134223Boston, MA
Reg. AUM
$307.8M
Employees
6
Accounts
656
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 reports $307.8 million in regulatory assets under management and employs 6 people.
Marathon Wealth Advisors, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Charles G Brown IV Control | Managing Member | Over 75% | 2025 |
| Jonathan Paul Yeager Control | Chief Compliance Officer & Chief Operating Officer | Under 5% | 2025 |
Frequently asked questions
How much does Marathon Wealth Advisors, LLC manage?
Marathon Wealth Advisors, LLC reports $307.8 million in regulatory assets under management on its Form ADV.
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
| Address | 131 Dartmouth Street, 3rd Floor, Boston, MA 02116 |
| Phone | 857-201-3420 |
| Fax | 617-507-5351 |
| Office hours | 9a.m.-5p.m. |
| SEC region | Boston Regional Office (BRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$307.8M▲ 6%
Dec '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 61%
Larger than 39% of 16,271 advisers
EmployeesTop 56%
More than 44% of 16,825 advisers
Assets under management
$307.8Mregulatory AUM
Discretionary $307.8M