FLOURISH WEALTH MANAGEMENT INC.

3300 Edinborough Way
Suite 420
Edina, Minnesota 55435
Tel: (952) 392-4474

About FLOURISH WEALTH MANAGEMENT INC.

FLOURISH WEALTH MANAGEMENT INC, formally registered with the SEC as FLOURISH WEALTH MANAGEMENT INC. The firm was established in 05/31/2018. They have over 1 offices throughout the country.

FLOURISH WEALTH MANAGEMENT INC. is a Edina, Minnesota based Financial Planning firm with nearly $327,756,365 assets under management, offering retirement planning & investment advisory services to 854 clients. The firm is staffed with 8 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	170591
SEC#	801-113325
Assets Managed by Firm	$327,756,365
No. of Clients	854
No. of Advisors	8

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Other (PROJECT-BASED FINANCIAL CONSULTING SERVICES)

Firm Client Information

	No. of Clients	AUM
Firm Total	854	$327,756,365
Individuals (other than high net worth individuals)	31	$21,027,367
High net worth individuals	109	$302,736,119
Pension and profit sharing plans	Fewer than 5 clients	$3,992,879

More Retirement Planning firms in Edina, Minnesota:

Firm Name	Assets Under Management	Total Clients	Total Advisors
U.S. BANCORP ASSET MANAGEMENT, INC. 800 Nicollet Mall, Mail Stop Bc-Mn-17ul Minneapolis, MN, 55402	$176,091,949,959	88	77
GARDA CAPITAL PARTNERS 305 Lake Street East Wayzata, MN, 55391	$137,829,756,000	3	200
THRIVENT FINANCIAL FOR LUTHERANS 901 Marquette Avenue, Suite 2500 Minneapolis, MN, 55402-3211	$121,600,874,152	69	4167
GALLIARD CAPITAL MANAGEMENT 800 Lasalle Ave. Ste 1400 Minneapolis, MN, 55402-2054	$85,511,782,543	279	102
RBC GLOBAL ASSET MANAGEMENT (U.S.) INC. 250 Nicollet Mall, Suite 1550 Minneapolis, MN, 55401-7585	$76,497,109,888	227	193

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