FLOURISH WEALTH MANAGEMENT INC.

RIASEC RegisteredEst. 2018

Total AUM

$455M

Discretionary

$429M

94% of AUM

Avg account

$506K

Accounts

900

Employees

Advisory reps

Firm details

Headquarters: EDINA, Minnesota
CRD number: 170591
Registered since: May 31, 2018
Website: www.flourishwealthmanagement.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI98.57%
Individuals0.99%
Pension & Profit Sharing Plans0.44%
Services: Financial PlanningPortfolio Management for IndividualsPension Consulting

Firm profile

FINTRX

Overview

Flourish Wealth Management Inc. is an independent, individual-owned registered investment adviser that began SEC registration in 2018. The firm serves primarily individual and family clients, offering financial planning, portfolio management for individuals and small businesses, and pension consulting. Its fee arrangements include a percentage-of-AUM option alongside hourly and fixed-fee engagements. Flourish reports being an active ESG investor and does not position itself as a capital allocator; its model is built around advising and managing client assets rather than running third-party funds.