Marathon Wealth Partners, Inc
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$141,062,198
Clients
35
71% 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
35
TypicalAverage account size
$4,030,349
About
Marathon Wealth Partners provides investment advisory services to individual and high‑net‑worth clients, offering asset management alongside project‑based and ongoing financial planning and consulting. Its advisory work covers a broad set of investments — stocks, bonds, mutual funds, ETFs, REITs, and options — and addresses retirement, tax, insurance, cash‑flow, and estate‑related planning topics.
The firm’s investment process combines fundamental analysis and Modern Portfolio Theory with a long‑term orientation, and portfolios are managed separately to align with each client’s objectives and risk tolerance. Accounts are administered on a primarily non‑discretionary basis, so trade implementation generally requires client authorization, and the firm performs at least quarterly reviews of allocation and performance.
What distinguishes the firm from many peers is that it reports essentially all assets as non‑discretionary (approximately $137.4 million) rather than using discretionary mandates, which is uncommon among independent advisors. The firm custodians client assets at Schwab and uses institutional support services, and some associated persons are licensed insurance agents — a disclosed source of potential conflicts of interest that the firm says it manages through disclosure and client choice.
Client services
Financial planning
Portfolio management
Expertise
General retirement planning
Charitable giving & philanthropy
Cash flow / budgeting
Business Financial Management
Fee options
$0.00 - $200.00 for financial planning and consulting on a project basis
1.00%
Main office location
Marathon Wealth Partners, Inc
Austin TX, United States
Number of offices
1
Most active in
Marathon Wealth Partners, Inc has reported serving >5 clients in these states in the last 12 months.
Texas
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.
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