Flourish Wealth Management Inc.
Flourish Wealth Management Inc. is an SEC-registered wealth manager in Edina, MN with $455.2M assets under management (AUM, regulatory AUM), +19% over one year. See who owns Flourish Wealth Management Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 170591, SEC 801-113325, data through 2026-05-06.
- AUM (assets under management / regulatory AUM)
- $455.2M (2026-05-06)
- Firm type
- Wealth Manager
- Location
- Edina, MN
- Employees
- 7
- Clients
- 157
- CRD
- 170591
- Ownership
- LONGO, KATHLEEN, MARIE; PLUIMER, JAY, EDWARD; Fenwick, Joseph
How much AUM does Flourish Wealth Management Inc. have?
Flourish Wealth Management Inc. reported $455.2M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-05-06).
Who owns Flourish Wealth Management Inc.?
Disclosed owners and executives of Flourish Wealth Management Inc. include LONGO, KATHLEEN, MARIE, PLUIMER, JAY, EDWARD, Fenwick, Joseph. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.