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Flourish Wealth Management Inc.

● SEC registered since 2018CRD 170591SEC# 801-113325Edina, MN
Export (members)
Reg. AUM
$383M
Employees
8
Accounts
941
Location
Edina, MN

Flourish Wealth Management Inc. assets under management

Flourish Wealth Management Inc. is a registered investment adviser overseen by the SEC based in Edina, MN. The firm has been registered since 2018. It reports $383 million in regulatory assets under management and employs 8 people.
www.facebook.com/flourishwealthmanagementView on SEC.gov ↗

Flourish Wealth Management Inc. owners & executives

2 reported
NameTitleOwnershipSince
Jay Edward Pluimer ControlDirector Of InvestmentsUnder 5%2016
Kathleen Marie Longo ControlPresident, Wealth Manager And Chief Compliance OfficerOver 75%2014

Frequently asked questions

How much does Flourish Wealth Management Inc. manage?

Flourish Wealth Management Inc. reports $383 million in regulatory assets under management on its Form ADV.

How many employees does Flourish Wealth Management Inc. have?

Flourish Wealth Management Inc. reports 8 employees.

Where is Flourish Wealth Management Inc. located?

Flourish Wealth Management Inc. is based in Edina, MN and has been SEC-registered since 2018.

Does Flourish Wealth Management Inc. disclose fund performance?

Flourish Wealth Management Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address3300 Edinborough Way, Suite 420, Edina, MN 55435
Phone(952) 392-4474
Fax(952) 953-3310
Office hours8:00 a.m. - 5:00 p.m.
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$359.6M
Non-discretionary$23.4M
Total (RAUM)$383M