# Marathon Wealth

Marathon Wealth is a Multi Family Office based in Stamford, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Stamford, United States
- **Region:** North America
- **Address:** Stamford, CT, United States
- **Founded:** 2005
- **Assets under management:** $1B - $5B (Altss estimate)
- **Website:** marathonwealth.com

## Regulatory record

- **CRD number:** 292973
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/292973

## About

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.

## Sectors

- Real Estate
- Private Equity
- Private Credit

## People

- Adam Wasserman — CEO

## 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.

## Related profiles

- [Mambu](https://altss.com/profile/mambu)
- [Materia Ventures](https://altss.com/profile/materia-ventures)

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Last updated: 2026-08-11T15:07:19.634Z

Canonical page: https://altss.com/profile/marathon-wealth-incorporated

Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology