RIA · CRD 338102SEC-Registered

Updated:

Northern Edge Wealth Management

NORTHERN EDGE WEALTH MANAGEMENT is an SEC-registered investment adviser in MARQUETTE, MI, registered since 2025. The firm manages approximately $247 million in...

Northern Edge Wealth Management

NORTHERN EDGE WEALTH MANAGEMENT is an SEC-registered investment adviser in MARQUETTE, MI, registered since 2025. The firm manages approximately $247 million in regulatory assets. It employs 6 staff and 4 investment advisers.

General information

Firm type

RIA

Frequently asked questions

Who runs investment decisions at Northern Edge Wealth Management?

No named principals or key personnel are publicly listed for Northern Edge Wealth Management in SEC filings, news reports, or other public records.

How does Northern Edge Wealth Management source deal flow?

The firm's sourcing model is not publicly described. No proprietary deal flow channels or external partnership networks have been disclosed in any verifiable source.

Is Northern Edge Wealth Management structured as a family office or an RIA?

Northern Edge Wealth Management is registered with the SEC as a registered investment adviser (RIA), but its ultimate ownership structure — whether it serves a single family or multiple clients — is not publicly known.

What investment stages does Northern Edge Wealth Management typically target?

No investment-stage preferences have been disclosed. The firm provides wealth management services, but the specific strategies — direct deals, fund commitments, or other approaches — are not documented.

Where does the underlying wealth come from?

The origin of assets managed by Northern Edge Wealth Management is not publicly disclosed. No family name, business source, or other wealth-origin detail has been identified.

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