3300 Edinborough Way
Suite 420
Edina, Minnesota 55435
Tel: (952) 392-4474
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.
| 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 |
| 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 |
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $176,091,949,959 | 88 | 77 | |
| $137,829,756,000 | 3 | 200 | |
| $121,600,874,152 | 69 | 4167 | |
| $85,511,782,543 | 279 | 102 | |
| $76,497,109,888 | 227 | 193 |
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