# MARATHON WEALTH MANAGEMENT, INC.

MARATHON WEALTH MANAGEMENT, INC. of MELVILLE, NY is an SEC-registered investment adviser.

## Registration

- CRD: 289119
- Type: SEC-registered investment adviser
- SEC file number: 801-111648
- Location: 105 MAXESS ROAD, SUITE 124, MELVILLE, NY, 11747
- Phone: (631) 760-8385
- Latest filing: 2026-05-05
- Regulatory AUM: $150.5M
- Discretionary AUM: $150.5M
- Clients: 2
- Accounts: 200

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pensions, Charities

## Officers, owners & control persons (2)

| Name | Role | Location |
| --- | --- | --- |
| Aaron D Lieberman | MANAGING PRINCIPAL, PRESIDENT AND CHIEF COMPLIANCE OFFICER | — |
| LIEBERMAN AARON D | MANAGING PRINCIPAL, PRESIDENT AND CHIEF COMPLIANCE OFFICER | — |


## Branch offices (2)

| City | State | Employees | Phone |
| --- | --- | --- | --- |
| ALBANY | NY | 1 | 631-760-8390 |
| ALBANY | NY | 1 | 631-760-8390 |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/289119/brochure
- Similar advisers: https://search.stillhousedata.com/firm/289119/similar
- Related entities: https://search.stillhousedata.com/firm/289119/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/289119

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.