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
Firm Details
- Organization Type
- Corporation
- State of Formation
- New York
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Feb 21, 2025
- Branch Offices
- 1
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| LIEBERMAN, AARON, D | I | MANAGING PRINCIPAL, PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| LIEBERMAN, AARON, D | I | MANAGING PRINCIPAL, PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| LIEBERMAN, AARON, D | I | MANAGING PRINCIPAL, PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| LIEBERMAN, AARON, D | I | MANAGING PRINCIPAL, PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| LIEBERMAN, AARON, D | I | MANAGING PRINCIPAL, PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| LIEBERMAN, AARON, D | I | MANAGING PRINCIPAL, PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| LIEBERMAN, AARON, D | I | MANAGING PRINCIPAL, PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| LIEBERMAN, AARON, D | I | MANAGING PRINCIPAL, PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| LIEBERMAN, AARON, D | I | MANAGING PRINCIPAL, PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| LIEBERMAN, AARON, D | I | MANAGING PRINCIPAL, PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| LIEBERMAN, AARON, D | I | MANAGING PRINCIPAL, PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| LIEBERMAN, AARON, D | I | MANAGING PRINCIPAL, PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| LIEBERMAN, AARON, D | I | MANAGING PRINCIPAL, PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| LIEBERMAN, AARON, D | I | MANAGING PRINCIPAL, PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| LIEBERMAN, AARON, D | I | MANAGING PRINCIPAL, PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| LIEBERMAN, AARON, D | I | MANAGING PRINCIPAL, PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| LIEBERMAN, AARON, D | I | MANAGING PRINCIPAL, PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| LIEBERMAN, AARON, D | I | MANAGING PRINCIPAL, PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
Registrations
Federal
IA
Feb 21, 2025 REGISTERED
Notice Filings (4)
FL NJ NY TX
Address
534 BROADHOLLOW ROADSUITE 420
MELVILLE, NY 11747
United States
Phone: (631) 760-8385