CRD: 338102
Northern Edge Wealth Management
$246.9M Total AUM
$246.9M Disc. AUM
-- 3Y CAGR
6 Employees
551 ADV. Clients
0 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 08-01-2025
- Office Locations
- 1
Office Locations
2424 US Highway 41 West Marquette MI
About Northern Edge Wealth Management
Northern Edge Wealth Management is a Marquette-based RIA. The firm has been operating for 0 years. Managing $246.9M in total assets under management, with 4 advisory representatives. They custody assets with Charles Schwab & Company.
Team overview
-- AVG AGE
$61.7M AVG AUM / ADVISOR
$448.1K AVG AUM / CLIENT
0.7 yrs AVG TENURE
6 Employees
4 Advisory Reps
4 RIA Reps
0yrs Firm Age
Insights
Available
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Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
JUSTIN JEFFREY LE PAGE
Manager
- CRD
- #5829493
- Ownership
- 75% or more
Available
Available
Available
K
KEVIN MIN KIM
Chief Compliance Officer
- CRD
- --
- Ownership
- Less than 5%
Available
Available
Available
Showing 2 of 2 owners & executives
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T
Tanner Alexander Carriere
--
- CRD
- #7129530
Available
Available
Available
D
Dane Nelson
--
- CRD
- #8109578
Available
Available
Available
Showing 2 of 5 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $246,928,100 | $187,778 |
| Non-Discretionary | $0 | -- |
| Total | $246,928,100 | $187,778 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Private Funds:
Available Equity - Exchange:
Available Cash:
Available Equity - OTC:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Private Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Equity - OTC | Available | Available |
| Total | Available | Available |
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