MARATHON WEALTH MANAGEMENT, INC.
CRD #289119 SEC #801-111648 MELVILLE, NY (631) 760-8385
SEC Registered
Total AUM
$134.4M
Discretionary
$134.4M
Employees
2
Clients
25
Accounts
210
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2025 | $134.4M | $134.4M | $0 | 2 | 4 |
| Feb 2024 | $119.6M | $119.6M | $0 | 2 | 10 |
| Feb 2023 | $100M | $100M | $0 | 2 | 1 |
| Mar 2022 | $115M | $115M | $0 | 2 | 1 |
| Mar 2022 | $115M | $115M | $0 | 2 | 1 |
| Nov 2021 | $99.5M | $99.5M | $0 | 2 | 0 |
| Mar 2021 | $99.5M | $99.5M | $0 | 2 | 0 |
| Jun 2020 | $96M | $96M | $0 | 2 | 0 |
| Mar 2020 | $96M | $96M | $0 | 2 | 0 |
| Sep 2019 | $90.1M | $85.8M | $4.2M | 2 | 0 |
| Mar 2019 | $90.1M | $85.8M | $4.2M | 2 | 0 |
| Mar 2018 | $94.4M | $89.7M | $4.7M | 2 | 0 |
| Mar 2018 | $94.4M | $89.7M | $4.7M | 2 | 0 |
| Jan 2018 | $94.4M | $89.7M | $4.7M | 2 | 0 |
| Jan 2018 | $94.4M | $89.7M | $4.7M | 2 | 0 |
| Nov 2017 | $0 | $0 | $0 | 2 | 0 |
| Sep 2017 | $0 | $0 | $0 | 2 | 0 |
| Aug 2017 | $0 | $0 | $0 | 2 | 0 |
DateFeb 2025
Total AUM$134.4M
Discretionary$134.4M
Non-Disc.$0
Employees2
Clients4
DateFeb 2024
Total AUM$119.6M
Discretionary$119.6M
Non-Disc.$0
Employees2
Clients10
DateFeb 2023
Total AUM$100M
Discretionary$100M
Non-Disc.$0
Employees2
Clients1
DateMar 2022
Total AUM$115M
Discretionary$115M
Non-Disc.$0
Employees2
Clients1
DateMar 2022
Total AUM$115M
Discretionary$115M
Non-Disc.$0
Employees2
Clients1
DateNov 2021
Total AUM$99.5M
Discretionary$99.5M
Non-Disc.$0
Employees2
Clients0
DateMar 2021
Total AUM$99.5M
Discretionary$99.5M
Non-Disc.$0
Employees2
Clients0
DateJun 2020
Total AUM$96M
Discretionary$96M
Non-Disc.$0
Employees2
Clients0
DateMar 2020
Total AUM$96M
Discretionary$96M
Non-Disc.$0
Employees2
Clients0
DateSep 2019
Total AUM$90.1M
Discretionary$85.8M
Non-Disc.$4.2M
Employees2
Clients0
DateMar 2019
Total AUM$90.1M
Discretionary$85.8M
Non-Disc.$4.2M
Employees2
Clients0
DateMar 2018
Total AUM$94.4M
Discretionary$89.7M
Non-Disc.$4.7M
Employees2
Clients0
DateMar 2018
Total AUM$94.4M
Discretionary$89.7M
Non-Disc.$4.7M
Employees2
Clients0
DateJan 2018
Total AUM$94.4M
Discretionary$89.7M
Non-Disc.$4.7M
Employees2
Clients0
DateJan 2018
Total AUM$94.4M
Discretionary$89.7M
Non-Disc.$4.7M
Employees2
Clients0
DateNov 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateSep 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateAug 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0