Northern Edge Wealth Management
Firm details
- Headquarters
- Marquette, Michigan
- CRD number
- 338102
- Registered since
- November 18, 2025
- Website
- www.northernedgewealth.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals54.7%
- HNWI45.25%
- Pension & Profit Sharing Plans0.05%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
Northern Edge Wealth Management is an independent, SEC-registered Registered Investment Adviser organized as an LLC and owned by an individual. The firm positions itself as a capital allocator that serves both individual and family clients as well as institutional accounts. Its advisory services include financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and the selection of other advisers. Fee arrangements are flexible and include a percentage-of-assets model alongside hourly and fixed-fee engagements. The firm does not identify as an active ESG investor and is not designated as a multi-state adviser.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds61%
- Private Funds28%
- Exchange Traded Equities7%
- Cash & Cash Equivalents3%
- Non-Exchange Traded Equities1%
Owners & executives
1 of 1Kevin Kim
Chief Compliance OfficerCRD 8004229
Contacts
3 of 4
Justin Le Page
President and Financial AdvisorCRD 5829493
Billie Paveglio
Financial AdvisorCRD 6720423
Tanner Carriere
Financial AdvisorCRD 7129530
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Marquette, MI
Marquette
Location
Marquette, MI
Headquartered in Marquette, MI, in the Midwest of the United States.
- Region
- Midwest
- County
- Marquette
- Address
- 2424 Us Highway 41 W
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
B.A. Roberts Financial Services, Inc.
RIAMarquette, MI
DV Kill Advisory Services, LLC
RIAMarquette, MI
Planpath Financial
RIAMarquette, MI
Evergreen Wealth Management, LLC
RIAWilliamston, MI
Clear Ridge Wealth Management, LLC
RIAKalamazoo, MI
Pinnacle Wealth Management Group, Inc.
RIAPlymouth, MI