# Marathon Wealth Management

Marathon Wealth Management is a Bank / Wealth / Trust based in Melville, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Melville, United States
- **Region:** North America
- **Address:** Melville, NY, United States
- **Founded:** 2004
- **Assets under management:** Undisclosed
- **Website:** marathonwealth.net

## Regulatory record

- **CRD number:** 289119
- **SEC file number:** 801-111648
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/289119

## About

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.

## 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.

## Related profiles

- [Marathon Wealth Management](https://altss.com/profile/marathon-wealth-management)
- [Marble Harbor Investment Counsel](https://altss.com/profile/marble-harbor-investment-counsel)

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Last updated: 2026-06-03T20:00:00.000Z

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