MARATHON WEALTH ADVISORS, LLC of BOSTON, MA is an SEC-registered investment adviser (CRD 338006). Regulatory assets under management: $307.8M.
Compensation: % of AUM, Fixed.
Clients served: Individuals, High net worth, Pooled vehicles.
| Name | Role | Location |
|---|---|---|
| Charles G Brown Iv | MANAGING MEMBER | — |
| Jonathan Paul Yeager | CHIEF COMPLIANCE OFFICER & CHIEF OPERATING OFFICER | — |