SEC Form ADV

FLOURISH WEALTH MANAGEMENT INC.

Firm profile: Flourish Wealth Management — investment focus, AUM, decision-makers and all regulatory filings

Registered Investment AdviserMN

$455.2M

Assets Under Management

900

Total Clients

Employees

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Registration Details

Accession: CRD-170591
Location: EDINA, MN
Filing Date: May 6, 2026
AUM: $455.2M
Total Clients: 900
Employees: 7
Amendment: No
SEC EDGAR: View original filing →

Client Types

IndividualsHNW IndividualsPension Plans

About this Adviser

FLOURISH WEALTH MANAGEMENT INC. is a registered investment adviser headquartered in EDINA, MN, managing approximately $455.2M in assets across 900 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.

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