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- Custodian
- Charles Schwab & Company · Merrill Lynch · TD Ameritrade
- Clients
- Retail
- Platforms
- Atlas fusionRadial +more
- Established Date
- 08-21-2020
- Office Locations
- 1
Office Locations
About Marathon Wealth Management, LLC
Marathon Wealth Management is a fee-only, fiduciary RIA focused on women—single, married, or navigating life transitions—delivering straightforward financial planning and investment guidance built around an actionable, easy-to-understand plan. Affiliated with XY Planning Network and NAPFA, and custodied at Charles Schwab. Founder Melinda Satterlee is frequently quoted in outlets such as Bloomberg and The New York Times.
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Owner & Executives
MELINDA S SATTERLEE
Chief Compliance Officer, Investment Advisor, PRINCIPAL OWNER
- CRD
- #2344544
- Ownership
- 75% or more
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $18,000,000 | -- |
| Non-Discretionary | $2,000,000 | -- |
| Total | $20,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $20,000,000
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,984,806,195 | 23.8% |
| Cash | $2,043,182,848 | 24.5% |
| Equity - Exchange | $2,585,251,767 | 31.0% |
| U.S. Government/Agency | $1,726,281,019 | 20.7% |
| Total | $8,339,521,829 | 100.0% |