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- Custodian
- Charles Schwab & Company · TD Ameritrade · Wells Fargo
- Clients
- Retail
- Platforms
- Catalyst meridianSignal +more
- 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.
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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
Total SMA Asset: $150,540,000
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $311,865,387 | 7.1% |
| Cash | $1,357,273,304 | 30.9% |
| Public Funds | $847,746,756 | 19.3% |
| U.S. Government/Agency | $491,956,667 | 11.2% |
| Corporate - Investment Grade | $1,383,628,126 | 31.5% |
| Total | $4,392,470,240 | 100.0% |