Marathon Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
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
Expertise
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
Medina WA
Advisors at this office
1
Most active in
Washington
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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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