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NORTHERN EDGE WEALTH MANAGEMENT
NORTHERN EDGE WEALTH MANAGEMENT, LLC
CRD 338102 · SEC 801-134391
2424 US HIGHWAY 41 WEST, MARQUETTE, MI, 49855, United States
Phone
906-228-6018
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$246.9M
Discretionary AUM
$246.9M
Team
6 total employees; 4 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-25
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 479 | $135.1M |
| High net worth individuals | 71 | $111.7M |
| Pension/profit sharing plans | 1 | $127K |
States served
CA, LA, MI, MN, WI, FL
All web addresses on file
Official SEC filing: View on IAPD