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FLOURISH WEALTH MANAGEMENT INC.
CRD 170591 · SEC 801-113325
3300 EDINBOROUGH WAY, SUITE 420, EDINA, MN, 55435, United States
Phone
(952) 392-4474
Fax
(952) 953-3310
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$455.2M
Discretionary AUM
$428.7M
Team
7 total employees; 5 advisory reps; 4 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-05-06
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingPROJECT-BASED FINANCIAL CONSULTING SERVICES
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 9 | $4.5M |
| High net worth individuals | 148 | $448.7M |
States served
CA, MN, WI, TX, FL
All web addresses on file
Official SEC filing: View on IAPD