Northern Edge Wealth Management provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, and selecting other managers.
Northern Edge Wealth Management reports 551 clients. They include 479 individual clients, 71 high-net-worth individuals and 1 pension or profit-sharing plan. Of its assets, 100.0% ($247M across 1,315 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 87% | 55% |
| High-net-worth individuals | 13% | 45% |
| Pension and profit-sharing plans | <1% | <1% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 479 | $135M | 54.7% | $282K |
| High-net-worth individuals | 71 | $112M | 45.2% | $1.57M |
| Pension and profit-sharing plans | Fewer than 5 | $127K | 0.1% | $127K |
| Total | 551 | $247M | 100% | — |
- Clients
- 479
- Regulatory AUM
- $135M
- AUM share
- 54.7%
- Avg. per client
- $282K
- Clients
- 71
- Regulatory AUM
- $112M
- AUM share
- 45.2%
- Avg. per client
- $1.57M
- Clients
- Fewer than 5
- Regulatory AUM
- $127K
- AUM share
- 0.1%
- Avg. per client
- $127K
Total
- Clients
- 551
- Regulatory AUM
- $247M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 0
Northern Edge Wealth Management charges 0.50%–1.25% for its Investment Management Services. The brochure does not state whether the rate is annual. The fee is billed in advance, is negotiable and has a $300 annual minimum. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Financial Planning Services
- Financial-planning-only clients pay a fixed fee of up to $5,000 or an hourly rate of up to $500, depending on the complexity of the plan.
Justin Le Page owns 75% or more of Northern Edge Wealth Management. The leadership team of Northern Edge Wealth Management includes Chief Compliance Officer Kevin Kim. It has 6 employees, 4 of them in advisory roles.
Leadership
- Kevin KimChief Compliance Officer
Justin Le PageMember and Manager
Investment adviser representatives
4 representatives listed in the SEC register as of 9 October 2026.
Staff
- 6 employees
- 4 in advisory functions
- 4 state-registered reps
- 2 broker-dealer reps
- 2 insurance agents
- Owns 75% or more of Northern Edge Wealth Management, LLC
Justin Le Page
Control person · since December 2025
Besides its headquarters, Northern Edge Wealth Management has 0 offices, with 1 listed address in Michigan.
Michigan · 1 listed address
- 2424 US Highway 41 West, MarquetteHQ
Contact and registration details
- Legal name
- Northern Edge Wealth Management, LLC
- Headquarters
- 2424 US Highway 41 West, Marquette, MI 49855
- Website
- northernedgewealth.com
- Phone
- 906-228-6018
- SEC file
- 801-134391
- Structure
- Michigan LLC
- Fiscal year end
- December
Northern Edge Wealth Management uses Charles Schwab ($242M) as custodian for its separately managed accounts. Northern Edge Wealth Management does not have custody of client assets.
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $242M100%
At year end, Northern Edge Wealth Management’s separately managed accounts were mostly in funds (89%).
What the accounts hold
- Stocks8%
- Exchange-traded equities7%
- Non-exchange-traded equities1%
- Funds89%
- Registered funds61%
- Pooled vehicles28%
- Cash3%
How many clients does Northern Edge Wealth Management have?
Northern Edge Wealth Management has 551 clients and manages $247 million for them, as of March 2026. They include 479 individual clients, 71 high-net-worth individuals and 1 pension or profit-sharing plan.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 25 March 2026
What services does Northern Edge Wealth Management offer?
Northern Edge Wealth Management provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, and selecting other managers.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Northern Edge Wealth Management charge?
Northern Edge Wealth Management charges 0.50%–1.25% for its Investment Management Services. The brochure does not state whether the rate is annual. The fee is billed in advance, is negotiable and has a $300 annual minimum.
Source: NORTHERN EDGE WEALTH MANAGEMENT ADV PART 2A 12-01-2025, filed 25 March 2026
Which custodians does Northern Edge Wealth Management use?
Northern Edge Wealth Management’s separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $242M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 25 March 2026
How many financial advisors does Northern Edge Wealth Management have?
Northern Edge Wealth Management has 4 investment adviser representatives registered with state securities authorities, out of 6 employees, and 4 perform investment advisory functions. 2 employees are registered representatives of a broker-dealer and 2 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Northern Edge Wealth Management invest in?
At the end of its last fiscal year, Northern Edge Wealth Management’s separately managed accounts held 61% registered funds (mutual funds, ETFs, BDCs), 28% pooled vehicles (private funds and similar), 7% exchange-traded equities, 3% cash and equivalents and 1% non-exchange-traded equities.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Northern Edge Wealth Management?
Northern Edge Wealth Management’s direct owner is Justin Le Page (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 25 March 2026
How does Northern Edge Wealth Management get paid?
Northern Edge Wealth Management is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Northern Edge Wealth Management?
Northern Edge Wealth Management’s main office is at 2424 US Highway 41 West, Marquette, MI 49855. Its phone number is 906-228-6018. Its website is northernedgewealth.com.