CRD: 289119
Marathon Wealth Management, Inc.
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- Custodian
- Charles Schwab & Company · TD Ameritrade · Wells Fargo
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- Established Date
- 09-08-2017
- Office Locations
- 1
Office Locations
About Marathon Wealth Management, Inc.
Marathon Wealth Management is a Melville, NY wealth management firm focused on holistic Financial Life Planning®—life-centered planning that aligns goals, values, and priorities with an ongoing advice process. The team works with individuals and families navigating work/family complexity, combining financial and life planning. Portfolios are implemented primarily with ETFs, and the practice supports custody through firms such as Charles Schwab.
Reported data analysis
What the numbers show
Between February 21, 2025 and May 5, 2026, reported AUM increased 12.0%, from $134.4M to $150.5M.
Across 5 reported observations, AUM increased 30.9% between March 21, 2022 and May 5, 2026, from $115.0M to $150.5M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 1 advisory representatives and 69 clients, or 69 clients per representative. That equates to $2.2M in reported AUM per client.
The profile lists 1 reported office location and 8 years in operation. The source data was last updated on May 5, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
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- Client Personas
- Custodian
- Investment Themes
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Owner & Executives
AARON D LIEBERMAN
Chief Compliance Officer, MANAGING PRINCIPAL, Partner, President
- CRD
- #3258650
- Ownership
- 75% or more
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $150,540,000 | $752,700 |
| Non-Discretionary | $0 | -- |
| Total | $150,540,000 | $752,700 |
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Separately Managed Accounts
SMA allocation detail is available
Marathon Wealth Management, Inc. has reported separately managed account data across 5 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
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