Marathon Wealth Incorporated

Overview

Marathon Wealth Incorporated is a small, independent registered investment adviser operating as a sole proprietorship under individual ownership. The firm serves primarily individuals and families, with portfolio management and financial planning for both retail clients and small businesses. Its advisory fees combine a percentage-of-AUM schedule with the option for hourly billing. Marathon Wealth does not position itself as a multi-state adviser, is not identified as a capital allocator, and is not an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices