MARATHON WEALTH MANAGEMENT, INC.
Adviser information for MARATHON WEALTH MANAGEMENT, INC. last updated from Form ADV on February 9th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
Type of Organization | Corporation |
---|---|
Fiscal Year End | DECEMBER |
Legal Location | New York, United States |
Employees
Total Number of Employees | 2 |
---|---|
Investment Advisory/Research | 1 |
Registered Broker-Dealer Representatives | 0 |
Registered State Investment Advisers | 1 |
Licensed Agents of an Insurance Company | 0 |
No. of Firms/People that Solicit Clients | 0 |
RAUM
Provides Management of Securities Portfolios | Yes |
---|
Type | Accounts | RAUM |
---|---|---|
Discretionary | 237 | $119.6M |
Non-Discretionary | 0 | $0 |
Total | 237 | $119.6M |
Clients
Type | Number | RAUM |
---|---|---|
Individuals | 55 | $56.7M |
HNW Individuals | 20 | $61.4M |
Banking or thrift institutions | 0 | $0 |
Investment companies | 0 | $0 |
Business development companies | 0 | $0 |
Pooled investment vehicles | 0 | $0 |
Pension and profit sharing plans | <5 | $1.6M |
Charitable organizations | 0 | $0 |
State or municipal gov entities | 0 | $0 |
Other investment advisers | 0 | $0 |
Insurance companies | 0 | $0 |
Sovereign wealth funds and foreign official institutions | 0 | $0 |
Corporations or other businesses | 0 | $0 |
Other | 0 | $0 |
Type | Number |
---|---|
No. of Non-RAUM Clients | 10 |
No. of Non-U.S. Clients | 0 |
No. of Financial Planning Clients | 11-25 |
Services
Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPension consulting servicesSelection of other advisers (including private fund managers) |
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Compensation | % of AUMHourly chargesFixed fees |
Identifiers
SEC RIA File Number | 801-111648 |
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SEC ERA File Number | 801-111648 |
SEC CIK Numbers | None |
SEC CRD Numbers | 289119 |
Legal Entity Identifier | None |
Principal Office
534 BROADHOLLOW ROADSUITE 420
MELVILLE
NY
United States
Monday - Friday, 9:00AM - 5:00PM
Tel: (631) 760-8385, Fax: (631) 760-8391
Chief Compliance Officer
AARON LIEBERMAN
MANAGING DIRECTOR AND PRESIDENT
534 BROADHOLLOW ROAD
SUITE 420
MELVILLE
NY
United States
Tel:
(631) 760-8385
Fax:
(631) 760-8391
A****@*****************T
(Full email address available in API data)
Industry Affiliates
None |
Private Funds
Name | Type | Assets $USD | Min Investment $USD | No. Owners |
---|
None
Control Persons
Name | Type | Entity | Title | Since | Ownership |
---|---|---|---|---|---|
LIEBERMAN, AARON, D | Individual | – | MANAGING PRINCIPAL, PRESIDENT AND CHIEF COMPLIANCE OFFICER | 10/2017 | > 75% |