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Marathon Wealth
Marathon Wealth is a fee-transparent RIA based in Suwanee, GA built for families serious about retiring on their terms and professionals who want to build...
Overview
Marathon Wealth is a fee-transparent RIA based in Suwanee, GA built for families serious about retiring on their terms and professionals who want to build wealth the right way. It offers no commissions and no conflicts, with a transparent approach and plain-English explanations for recommendations.
General information
Firm type
Multi Family Office
Year founded
2005
Location
Region
North America
Country
United States
City
Stamford
Corporate office
Stamford, CT, United States
Principals
Adam Wasserman
CEO
Sector focus
Frequently asked questions
How does Marathon Wealth source direct deals?
The firm sources its own direct transactions—primarily in commercial real estate and private credit—rather than relying on third-party fund commitments. Deals are often syndicated among its existing client base, and the firm leverages its CPA-originated network of business owners and real estate operators to find off-market or lightly marketed middle-market opportunities across the United States.
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