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Marathon Wealth Partners, Inc.

EST. AUM
$141,062,198

CONTACTS
1

CLIENT ACCOUNTS
115

Firm Details

Metro area Austin
CRD Number 337665
Website marathonwealthpartners.com
Client types

Overview

Marathon Wealth Partners, Inc. (“MWP”) is a registered investment advisory firm based in Austin, Texas, founded in May 2025 and SEC-registered in July 2025. The firm provides comprehensive wealth management services including portfolio management, asset allocation, investment oversight, financial planning, and consulting. Its service suite covers retirement planning, tax strategies, estate planning, education funding, insurance reviews, and business financial planning. MWP emphasizes fiduciary responsibility, client-centric planning, and tailored advisory solutions, while permitting restrictions based on client values. Currently, the firm has no reported assets under management as a newly registered advisor.

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Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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