{"url":"https://nivawealth.com/firms/northern-edge-wealth-management-338102","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/338102","regulatoryAum":246928100,"crd":"338102","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"7129530","suffix":null,"lastName":"Carriere","firstName":"Tanner","middleName":"Alexander"},{"crd":"5829493","suffix":null,"lastName":"LE PAGE","firstName":"JUSTIN","middleName":"JEFFREY"},{"crd":"8109578","suffix":null,"lastName":"Nelson","firstName":"Dane","middleName":null},{"crd":"6720423","suffix":null,"lastName":"Paveglio","firstName":"Billie","middleName":"Mae"}],"total":4,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"secFileNumber":"801-134391","legalName":"Northern Edge Wealth Management, LLC","displayName":"Northern Edge Wealth 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equivalents","percent":3}],"privateFunds":0},"sources":{"adv1FilingDate":"25 March 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/338102/PDF/338102.pdf","brochureDate":"25 March 2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1026219","iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-22","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Northern Edge Wealth Management have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Northern Edge Wealth Management offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Northern Edge Wealth Management charge?","answer":"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","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Northern Edge Wealth Management use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Northern Edge Wealth Management have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Northern Edge Wealth Management invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Northern Edge Wealth Management?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Northern Edge Wealth Management get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Northern Edge Wealth Management?","answer":"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.","source":"Form ADV Part 1A, Item 1.F, filed 25 March 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}