$141.1M Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
35 ADV. Clients
0 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Quantum
- Established Date
- 07-31-2025
- Office Locations
- 1
Office Locations
-- Austin TX
About Marathon Wealth Partners, INC
Marathon Wealth Partners, Inc. is an Austin, TX registered investment advisor providing financial planning and investment management. The firm emphasizes asset allocation and risk management, with portfolios using ETFs and mutual funds and exposure to fixed income and real estate. Client focus includes entrepreneurs, and the practice supports planning needs such as tax, estate, insurance, and business succession; custody includes Charles Schwab.
Team overview
-- AVG AGE
$141.1M AVG AUM / ADVISOR
$4.0M AVG AUM / CLIENT
0.8 yrs AVG TENURE
1 Employees
1 Advisory Reps
0 RIA Reps
0yrs Firm Age
Insights
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Asset Classes
Vital Catalyst pioneer
Client Personas
Focus
Custodian
Vector capital Momentum Quantum oak Peak ridge
Investment Themes
Wave ridge Unison Zenith
Investment Vehicles
Unison meridian Unison beacon Ember
Services
Beacon matrix Bridge insight Pioneer foundation Prime legacy Frontier vertex Element
Technology
Signal
Owner & Executives
J
JEFFERY SCOTT BURRUS
Chief Compliance Officer, Managing Member
- CRD
- #2463549
- Ownership
- 75% or more
(453) 318-9970
zenith.vector@vectorcapital.com
in linkedin.com/in/element-matrix
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $141,062,198 | $1,226,628 |
| Total | $141,062,198 | $1,226,628 |
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Separately Managed Accounts
Total SMA Asset: $141,062,198
Equity - Exchange:
17.4% Public Funds:
33.5% U.S. Government/Agency:
20.3% Cash:
28.8% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $152,474,067 | 17.4% |
| Public Funds | $293,556,393 | 33.5% |
| U.S. Government/Agency | $177,886,411 | 20.3% |
| Cash | $252,370,870 | 28.8% |
| Total | $876,287,741 | 100.0% |