Marathon Wealth Partners, Inc
● SEC registered since 2025CRD 337665SEC# 801-134064
Reg. AUM
$141.1M
Employees
1
Accounts
115
Location
—
Marathon Wealth Partners, Inc assets under management
Marathon Wealth Partners, Inc is an investment advisory firm registered with the SEC. The firm has been registered since 2025. It reports $141.1 million in regulatory assets under management and employs 1 people.
Marathon Wealth Partners, Inc owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Jeffery Scott Burrus Control | Managing Member/Cco | Over 75% | 2025 |
Frequently asked questions
How much does Marathon Wealth Partners, Inc manage?
Marathon Wealth Partners, Inc reports $141.1 million in regulatory assets under management on its Form ADV.
How many employees does Marathon Wealth Partners, Inc have?
Marathon Wealth Partners, Inc reports 1 employees.
Does Marathon Wealth Partners, Inc disclose fund performance?
Marathon Wealth Partners, Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Phone | 512-270-8977 |
| Office hours | 9:00 - 5:00 |
| SEC region | Fort Worth Regional Office (FWRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$141.1M▲ 3%
Dec '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 85%
Larger than 15% of 16,271 advisers
EmployeesTop 94%
More than 6% of 16,825 advisers
Assets under management
$141.1Mregulatory AUM
Discretionary $0Non-discretionary $141.1M