Flourish Wealth Management Inc.
● SEC registered since 2018CRD 170591SEC# 801-113325Edina, MN
Reg. AUM
$455.2M
Employees
7
Accounts
900
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 $455.2 million in regulatory assets under management and employs 7 people.
Flourish Wealth Management Inc. owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Jay Edward Pluimer Control | Director Of Investments | Under 5% | 2016 |
| Joseph Fenwick | Partner & Wealth Manager | 5-10% | 2025 |
| Kathleen Marie Longo Control | President, Wealth Manager And Chief Compliance Officer | Over 75% | 2014 |
Frequently asked questions
How much does Flourish Wealth Management Inc. manage?
Flourish Wealth Management Inc. reports $455.2 million in regulatory assets under management on its Form ADV.
How many employees does Flourish Wealth Management Inc. have?
Flourish Wealth Management Inc. reports 7 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
| Address | 3300 Edinborough Way, Suite 420, Edina, MN 55435 |
| Phone | (952) 392-4474 |
| Fax | (952) 953-3310 |
| Office hours | 8:00 a.m. - 5:00 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$455.2M▲ 19%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 50%
Larger than 50% of 16,271 advisers
EmployeesTop 51%
More than 49% of 16,825 advisers
Assets under management
$455.2Mregulatory AUM
Discretionary $428.7MNon-discretionary $26.5M