MELVILLE, NYCRD 289119Latest ADV February 19, 2026
Marathon Wealth Management, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Melville, NY. Its latest Form ADV filing, dated February 19, 2026, reports $151M in regulatory assets under management, 2 employees, 1 office, and 200 accounts.
Assets Under Management
$151M
Employees
2
Offices
1 office
Total Clients
65
Primary office
MELVILLE, NY
105 MAXESS ROAD, SUITE 124, MELVILLE, NY, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentHNWI represent 61.5% of total clients.
Top client categories% of clientsClients
1
HNWI
61.5%
40
2
Individuals
38.5%
25
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$151Mas of February 19, 2026
Discretionary100.0%
$151M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$151M
Total Accounts200
10Y AUM Change+$151M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees2
Clients per Employee33:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.