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MARATHON WEALTH INCORPORATED

Advisory

GA

Data as of Mar 30, 2026 · Source: SEC Form ADV

Average account
$166K
across 75 accounts
AUM per adviser
$12M
1 adviser

Source: SEC Form ADV. Figures as filed Mar 30, 2026.

Total AUM
$12M
Discretionary %
100%
Clients
53
Employees
1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$12M
Discretionary AUM$12M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients53
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureSole Proprietorship
Fiscal Year EndDecember
Operates InGA
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in GA

Closest by assets under management. All figures from Form ADV.

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POLARIS ASSET MANAGEMENT, LLC
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NEURAVEST RESEARCH INC
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$13M
PR SQUARED WEALTH MANAGEMENT LLC
ATLANTA, GA
$13M
AVERE WEALTH MANAGEMENT, LLC
ATLANTA, GA
$13M
GIEN CAPITAL MANAGEMENT LLC
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