Northern Edge Wealth Management: new SEC registration, $247M AUM, Marquette, MI
Northern Edge Wealth Management (Marquette, Michigan): new SEC registration, $247M AUM, Marquette, MI. Its amount of 247 is above the median of 134 (73rd percentile). Dated 352 days ago, it serves as a historical benchmark. Score 45/100. As of 2026-10-28, from SEC monthly roster of registered investment advisers (Form ADV data).
Data as of · Compiled by Zalwin from SEC monthly roster of registered investment advisers (Form ADV data)
amount: 247 · 73th percentile of 1,149 NewRiaPulse records · 1.8x the median
Free preview: all 11 published fields of this record are shown below. Locked: 26 related MI NewRiaPulse records and the 6-column CSV export.
| Field | Value |
|---|---|
| Firm | Northern Edge Wealth Management |
| Legal name | Northern Edge Wealth Management, LLC |
| CRD | 338102 |
| Status | Approved |
| Registered with the SEC | 2025-11-18 |
| Latest Form ADV filing | 2026-03-25 |
| Location | Marquette, MI, United States |
| Regulatory AUM | $246,928,100 |
| Accounts | 1315 |
| Employees | 6 |
| Website | https://www.northernedgewealth.com |
| amount percentile | 73th of 1,149 (median 134, 1.8x median) |
| Peer records CSV (27 MI records) | 🔒 Click to unlock → |
| CRM-ready export with official source URLs | 🔒 Click to unlock → |
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CSV columns: Firm · AUM · Accounts · City · State · Registered · official source URL
- Source agency: SEC monthly roster of registered investment advisers (Form ADV data)
- Record date: 2025-11-18
- Data refreshed: 2026-10-28
- Refunds on request within 14 days
Top NewRiaPulse records (MI first): Modell Capital Management LLC · Mbx Investors LLC · Vertrix Wealth Management, LLC · Marnell Management LLC · Solyco Capital LLC · Browse all by state and category →
LIVE PUBLIC DATA Source: SEC monthly roster of registered investment advisers (Form ADV data) · Last refreshed: Wed, 28 Oct 2026 20:49:58 GMT
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Peer benchmark and outreach value: Northern Edge Wealth Management and 27 Michigan peers
- Michigan NewRiaPulse records like this one: 27
- Northern Edge Wealth Management's amount: 73rd percentile of 1,149 records
- Timing: Low: older than 30 days
- Estimated pipeline if you contact every Michigan peer: $5,400 (peers × rate × deal size; an estimate from your assumptions, not a forecast)
45 / 100 Score
- $247M under management.
- Website on file.
What is the NewRiaPulse record for Northern Edge Wealth Management in Marquette, Michigan?
Northern Edge Wealth Management received SEC registration as an investment adviser (2025-11-18) with $246,928,100 in regulatory assets under management, based in Marquette, MI.
How does Northern Edge Wealth Management compare to other Michigan NewRiaPulse records?
Its amount of 247 sits in the upper half (73th percentile) of 1,149 records; the median is 134. It is 352 days old; check the official source for later updates before acting.
Northern Edge Wealth Management vs. top 3 peers
| Organization | Location | Amount | Percentile | Record date |
|---|---|---|---|---|
| Northern Edge Wealth Management | Marquette, MI | 247 | 73rd | 2025-11-18 |
| Herndon Plant Oakley LTD | Corpus Christi, TX | 155 | 58th | 2026-09-11 |
| Diversified Wealth Advisors, LLC | Kansas City, MO | 138 | 52nd | 2026-09-24 |
| Johnston Investment Counsel, LTD. | Peoria, IL | 125 | 44th | 2026-09-28 |
Related records
- Legacy Partners Financial Group, LLC
- Johnston Investment Counsel, LTD.
- Diversified Wealth Advisors, LLC
- Knecht Capital Management, LLC
- Crosspoint Capital Management
- Crafted Finance, LLC
- Leonard Advisory Group LLC
- Wealthlynk, INC.
- Cs Tomasi Wealth Management
- Wealth Strategies Group
- Endeavor Advisors LLC
- Herndon Plant Oakley LTD
NewRiaPulse: $100M-$500M NewRiaPulse: records in Michigan NewRiaPulse: Approved
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From the SEC's public monthly roster of registered investment advisers (Form ADV data). Firm level only: we leave out firms whose name is a person's name and never list individual representatives. Registration is not an endorsement by the SEC.