LP Profile

Flourish Wealth Management

Also known as flourish wealth

Wealth ManagerEdina, United StatesFounded 2014
$420M
Assets Under Management
Edina
Headquarters
Investment Focus

About Flourish Wealth Management

Discover personalized expertise in wealth management, investment management, investing with purpose, and meaningful transition planning in Edina, Minnesota.

Verified Filings

Regulatory & Financial Data

Public regulatory records matched to Flourish Wealth Management from SEC and IRS filings.

SEC Form ADV

Verified
Reported AUM
$455.2M
Total Clients
900
Filing Date
May 6, 2026
Source: SEC IAPD / Form ADV Original filingFull filing details →
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Recent Filings

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FAQ

Frequently asked questions

What type of investor is Flourish Wealth Management?

Flourish Wealth Management is a wealth manager based in Edina, United States, managing approximately $420M in assets.

Where is Flourish Wealth Management headquartered?

Flourish Wealth Management is headquartered in Edina, United States.

How much does Flourish Wealth Management manage?

Flourish Wealth Management manages approximately $420M in assets under management.

When was Flourish Wealth Management founded?

Flourish Wealth Management was founded in 2014.

How can I contact Flourish Wealth Management?

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