Northern Edge Wealth Management is an SEC registered investment adviser organized as a limited liability company with a primary office location in Marquette, MI. Its latest Form ADV filing, dated March 25, 2026, reports $247M in regulatory assets under management, 6 employees, and 1,315 accounts.
Assets Under Management
$247M
Employees
6
Offices
--
Total Clients
551
Primary office
MARQUETTE, MI
2424 US HIGHWAY 41 WEST, MARQUETTE, MI, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 86.9% of total clients.
Top client categories% of clientsClients
1
Individuals
86.9%
479
2
HNWI
12.9%
71
3
Pension Plans
0.2%
1
Categories with <5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$247Mas of March 25, 2026
Discretionary100.0%
$247M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$247M
Total Accounts1,315
10Y AUM Change+$247M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees6
Clients per Employee92:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.