MARATHON WEALTH MANAGEMENT, LLC

MARATHON WEALTH MANAGEMENT, LLC is an SEC-registered investment adviser (CRD 309337). Regulatory assets under management: $20.0M.

Registration

• CRD: 309337
• Type: Registered investment adviser
• Phone: 425-890-5081
• Latest filing: 2026-03-28
• Regulatory AUM: $20.0M
• Discretionary AUM: $18.0M
• Non-discretionary AUM: $2.0M
• Clients: 1
• Accounts: 60

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 309337 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search