NORTHERN EDGE WEALTH MANAGEMENT
Firm details
- Headquarters
- MARQUETTE, Michigan
- CRD number
- 338102
- Registered since
- November 18, 2025
- 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, privately owned limited liability company that provides financial planning and portfolio management for individuals, families, small businesses and institutional clients. The firm is SEC-registered (2025) and describes itself as a capital allocator, offering fee arrangements that include a percentage of assets under management, hourly charges and fixed fees. Core advisory services noted in filings include financial planning, discretionary portfolio management across individual and institutional accounts, and the selection of third-party advisers. The firm does not identify as an active ESG investor and is not registered as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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 4Billie Paveglio
Financial AdvisorCRD 6720423
JUSTIN LE PAGE
President and Financial AdvisorCRD 5829493
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
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