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MARATHON WEALTH MANAGEMENT, INC.

MELVILLE, NY · CRD 289119 · IAPD ↗ · marathonwealth.net · (631) 760-8385

$150.5MRegulatory AUM
1Advisory reps
2Employees
4Clients
11-25Planning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

60
September 2026 — MARATHON WEALTH MANAGEMENT, INC. (MELVILLE, NY) left the SEC roster (was $150.5M RAUM, 1 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation
50
March 2024 — MARATHON WEALTH MANAGEMENT, INC. added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
61
March 2024 — MARATHON WEALTH MANAGEMENT, INC. reports 11-25 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.