MARATHON WEALTH PARTNERS, INC

MARATHON WEALTH PARTNERS, INC is an SEC-registered investment adviser (CRD 337665). Regulatory assets under management: $141.1M.

Registration

• CRD: 337665
• SEC file number: 801-134064
• Type: Registered investment adviser
• Phone: 512-270-8977
• Latest filing: 2026-03-30
• Regulatory AUM: $141.1M
• Non-discretionary AUM: $141.1M
• Clients: 1
• Accounts: 115

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth.

Officers, owners & control persons (2)

More on this firm

• Form ADV Part 2 brochure
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• This page as markdown (for LLM agents)
• CRD 337665 on SEC IAPD (source of record)
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