# MARATHON WEALTH PARTNERS, INC

MARATHON WEALTH PARTNERS, INC is an SEC-registered investment adviser.

## Registration

- CRD: 337665
- Type: SEC-registered investment adviser
- SEC file number: 801-134064
- 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)

| Name | Role | Location |
| --- | --- | --- |
| Jeffery Scott Burrus | MANAGING MEMBER/CCO | — |
| Jerie Dee Burrus | OWNER/CEO/CCO | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/337665/brochure
- Similar advisers: https://search.stillhousedata.com/firm/337665/similar
- Related entities: https://search.stillhousedata.com/firm/337665/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/337665

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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.