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Marathon Wealth Management
Marathon Wealth Management, Inc. is an SEC-registered investment adviser in MELVILLE, NY, registered since 2017. The firm manages approximately $151 million in...
Marathon Wealth Management
Marathon Wealth Management, Inc. is an SEC-registered investment adviser in MELVILLE, NY, registered since 2017. The firm manages approximately $151 million in assets. It has 2 employees and 1 investment adviser.
General information
Firm type
Bank / Wealth / Trust
Year founded
2004
AUM
Undisclosed
Location
Region
North America
Country
United States
City
Melville
Corporate office
Melville, NY, United States
Frequently asked questions
What type of client does Marathon Wealth Management serve?
The firm's practice is built around individuals, families, and local business owners in the Long Island area. Marathon focuses on retail wealth management, including retirement planning, tax-aware portfolio construction, and ongoing investment advisory services. Its client base is drawn from the professional and suburban communities near its Melville office.
Does Marathon Wealth Management manage proprietary investment funds or direct private deals?
No. Marathon constructs client portfolios using mutual funds, ETFs, and individual securities rather than operating proprietary in-house funds. The firm does not sponsor private equity, venture capital, or hedge fund vehicles, and there is no public record of direct co-investment activity alongside external GPs.
How does the firm charge for its services?
As a registered investment advisor (RIA), Marathon typically charges asset-based fees applied to client portfolios under discretionary management. The firm's ADV filings and public disclosures are the authoritative source for its specific fee schedule, which is structured to align the advisor's compensation with the value of client assets overseen.
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