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Building 2MARATHON WEALTH PARTNERS, INC

Map pin
Phone512-270-8977
NotebookSEC #801-134064
Total AUM
$141.1M
Employees
1
Clients
35

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
9:00 - 5:00
BY APPOINTMENT
Phone
512-270-8977

ReceiptFinancials

Total AUM
$141.1M
Accounts
115
Discretionary
$0
Accounts
0
Non-Discretionary
$141.1M
Accounts
115

ContactClients

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Individual Clients
10
AUM
$1.9M
HNW Individual Clients
25
AUM
$139.2M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
TX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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