Northern Edge Wealth Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$246,801,119
Clients
550
Advisors
4
of 6 employees
About
Northern Edge Wealth Management provides personalized financial planning and both discretionary and non-discretionary investment management, and it also advises qualified retirement plans. The firm reports about $264.9 million in discretionary assets under management and serves roughly 550 clients, and its client roster is notable for being concentrated in retirement-plan and other entity accounts rather than traditional individual or high-net-worth household clients.
Northern Edge’s investment process is research-driven and individualized, with a long-term, equity-oriented bias that emphasizes fundamental analysis and dividend-growth equities while also employing mutual funds, ETFs, brokered CDs and, where appropriate, external managers. The firm offers in-house portfolio management and may allocate to unaffiliated money managers; its disclosures also note use of margin without fee reductions for margined assets, a potential conflict the firm addresses through disclosure and suitability review.
The firm discloses that certain supervised persons are also registered representatives of a broker-dealer and licensed insurance agents, which can result in commission-based compensation outside the advisory relationship and creates potential conflicts of interest. Northern Edge further participates in an institutional custody platform that provides technology, research and start-up marketing support, and it does not accept proxy-voting authority for client securities — operational details that prospective clients may consider.
Client services
Expertise
Fee options
Fixed fee up to $5,000 for financial planning only clients
$0 - $500,000: 1.25% $500,001 - $1,000,000: 1.00% $1,000,001 - $5,000,000: 0.75% $5,000,001 - $10,000,000: 0.50% Above $10,000,000+: Negotiable
Hourly fee rate up to $500 for financial planning only clients
Account minimum: $100,000 Minimum fee: Minimum annual investment management fee of $300 Fee-only: Fixed fees up to $5,000 or hourly fees up to $500 for financial planning only clients
Main office
2424 Us Highway 41 West
Marquette MI 49855
Advisors at this office
4
Most active in
California · Florida · Louisiana · Michigan · Minnesota · Wisconsin
Also doing business as
Northern Edge Wealth Management · Northern Edge Wealth Management, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Dane N
Series 65, Series 66
Marquette, MI
Northern Edge Wealth Management
Dane Nelson is an advisor at Northern Edge Wealth Management in Marquette, MI, holding Series 65 and Series 66 licenses. He has one year of industry experience, including prior work at Ameriprise and over a decade at Robert Half International. Northern Edge Wealth Management provides personalized financial planning and investment management services, primarily serving retirement-plan and other entity accounts. The firm employs a research-driven, long-term equity-oriented investment approach, combining fundamental analysis and dividend-growth stocks with mutual funds, ETFs, and external managers.
Tanner C
Series 66
Marquette, MI
Northern Edge Wealth Management
Tanner Carriere is a financial advisor at Northern Edge Wealth Management with three years of industry experience. He holds the Series 66 designation and previously worked at Ameriprise. Northern Edge Wealth Management provides personalized financial planning and investment management services, focusing on retirement-plan and entity accounts. The firm uses a research-driven, long-term approach that emphasizes fundamental analysis and dividend-growth equities while employing a range of investment vehicles and both in-house and external portfolio management.
Justin L
Series 66
Marquette, MI
Northern Edge Wealth Management
Justin Le Page is a Series 66-licensed financial advisor with 16 years of industry experience. He is currently with Northern Edge Wealth Management and has prior experience at Ameriprise and Purshe Kaplan Sterling Investments. Northern Edge Wealth Management provides personalized financial planning and investment management services, focusing primarily on retirement-plan and other entity accounts. The firm employs a research-driven, long-term investment process with an emphasis on fundamental analysis and dividend-growth equities.
Billie P
Series 66
Marquette, MI
Northern Edge Wealth Management
Billie Paveglio is a Series 66 licensed financial advisor with seven years of industry experience. She has been affiliated with Larson & Associates Ameriprise Financial Services, Inc. since 2016 and currently works at Northern Edge Wealth Management in Marquette, MI. Northern Edge Wealth Management provides personalized financial planning, discretionary and non-discretionary investment management, and advises qualified retirement plans. The firm serves a client base concentrated in retirement-plan and entity accounts, employing a research-driven, equity-oriented investment approach with emphasis on fundamental analysis and dividend-growth equities.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)