Overview
Assets Under Management: $247 million
Headquarters: MARQUETTE, MI
High-Net-Worth Clients: 71
Average Client Assets: $1.6 million
Frequently Asked Questions
NORTHERN EDGE WEALTH MANAGEMENT is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #338102), NORTHERN EDGE WEALTH MANAGEMENT is subject to fiduciary duty under federal law.
NORTHERN EDGE WEALTH MANAGEMENT is headquartered in MARQUETTE, MI.
NORTHERN EDGE WEALTH MANAGEMENT serves 71 high-net-worth clients according to their SEC filing dated March 25, 2026. View client details ↓
According to their SEC Form ADV, NORTHERN EDGE WEALTH MANAGEMENT offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and selection of other advisors. View all service details ↓
NORTHERN EDGE WEALTH MANAGEMENT manages $247 million in client assets according to their SEC filing dated March 25, 2026.
According to their SEC Form ADV, NORTHERN EDGE WEALTH MANAGEMENT serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 71
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 45.25%
Average Client Assets: $1.6 million
Total Client Accounts: 1,315
Discretionary Accounts: 1,315
Regulatory Filings
CRD Number: 338102
Filing ID: 2081970
Last Filing Date: 2026-03-25 15:47:40