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NORTHERN EDGE WEALTH MANAGEMENT

MARQUETTE, MI · CRD 338102 · IAPD ↗ · northernedgewealth.com · 906-228-6018

$246.9MRegulatory AUM
4Advisory reps
6Employees
0Clients
0Planning clients
0Private funds
6States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

50
April 2026 — NORTHERN EDGE WEALTH MANAGEMENT notice-filed in CA, FL, LA, MN, WI.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
70
April 2026 — NORTHERN EDGE WEALTH MANAGEMENT's provisional registration is now fully approved.
120-day provisional registration became a full approval.
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP
95
December 2025 — NORTHERN EDGE WEALTH MANAGEMENT (MARQUETTE, MI) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 3 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.