Marathon Wealth Management, Inc.
● SEC registered since 2017CRD 289119SEC# 801-111648Melville, NY
Reg. AUM
$150.5M
Employees
2
Accounts
200
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 $150.5 million in regulatory assets under management and employs 2 people.
Marathon Wealth Management, Inc. owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Aaron D Lieberman Control | Managing Principal, President And Chief Compliance Officer | Over 75% | 2017 |
Frequently asked questions
How much does Marathon Wealth Management, Inc. manage?
Marathon Wealth Management, Inc. reports $150.5 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
| Address | 105 Maxess Road, Suite 124, Melville, NY 11747 |
| Phone | (631) 760-8385 |
| Fax | (631) 760-8391 |
| Office hours | 9:00a.m. - 5:00p.m. |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$150.5M▲ 12%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 83%
Larger than 17% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$150.5Mregulatory AUM
Discretionary $150.5M