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| Flourish Wealth Management Inc
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|---|---|
| CRD # | 170591 |
| SEC # | 801-113325 |
| CIK # | |
| AUM | 455.2 M (2026-05-06) |
| Employees | 7 (71% Investors, 0% Brokers) |
| Phone | 952-392-4474 |
| Address | 3300 Edinborough Way Edina, MN 55435 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 9 | 4.5 |
| (b) Individuals (high net worth individuals) | 148 | 448.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 2.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 900 | 455.2 |
| By Discretionary | ||
| Discretionary | 887 | 428.7 |
| Non-Discretionary | 13 | 26.5 |
| Total | 900 | 455.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 455.2 | |
| Total | 900 | 455.2 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Clients | 4 |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
AGH Wealth Advisors LLC
✚
|
KS | 456.3 M |
|
Truenorth Wealth & Impact LLC
✚
|
MO | 456.2 M |
|
Florida Financial Advisors LLC
✚
|
FL | 456.1 M |
|
LGT Financial Advisors LLC
✚
|
TX | 456.1 M |
|
Cypress Asset Management Inc
✚
|
TX | 455.8 M |
|
Cove Private Wealth LLC
✚
|
NY | 455.5 M |
|
IVC Wealth Advisors LLC
✚
|
PA | 455.0 M |
|
Signature Wealth Management Partners LLC
✚
|
NJ | 454.2 M |
|
Confidence Wealth Management Inc
✚
|
CA | 454.1 M |
|
Wakefield Asset Management LLLP
✚
|
CO | 454.0 M |