Marathon Wealth Management, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$20,000,000
Clients
27
0% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
27
TypicalAverage account size
$740,741
About
The firm provides investment management and financial planning to individuals, high‑net‑worth clients, trusts, and estates, managing roughly $16 million across 14 client relationships. Services include ongoing portfolio management, project‑based and focused financial planning, ongoing monthly planning arrangements, and educational seminars.
Investment approach centers on strategic passive portfolios developed with asset‑allocation modeling, periodic rebalancing, and tax‑harvesting techniques, implemented in either discretionary or non‑discretionary accounts per each client’s investment policy statement. Portfolios may include a broad set of asset classes—U.S. and non‑U.S. equities, fixed income, REITs and real assets—and extend to alternative allocations such as hedge fund (fund‑of‑fund) vehicles and other alternative assets.
Noteworthy features include a small client roster relative to assets under management and no stated account minimum, which results in relatively high assets per client and supports customized planning and implementation. The firm does not aggregate (block) trades, operates through an institutional custodian platform (TD Ameritrade), and documents tiered planning engagements from comprehensive project work to ongoing monthly planning.
Client services
Financial planning
Portfolio management
Expertise
General retirement planning
Cash flow / budgeting
Passive / index investing
Fee options
Comprehensive Financial Plan fee ranges from $3,000 to $5,000 depending on complexity; Ongoing Financial Planning fee between $250 and $500 per month.
1% annually (negotiable, with a cap at certain thresholds)
Focused Financial Planning at $250/hour (billed in 15-minute increments, 12 hour minimum).
Minimum fee: Minimum fee applies with the annual advisory fee at 1% rate with a cap at certain thresholds, but specific minimum amount not explicitly stated. Fee-only: Investment management fees based on assets under management; financial planning fees charged separately.
Main office location
Marathon Wealth Management, LLC
Medina WA, United States
Number of offices
1
Most active in
Marathon Wealth Management, LLC has reported serving >5 clients in these states in the last 12 months.
Washington
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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