|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Flourish Wealth Management Inc
✚
|
|
|---|---|
| CRD # | 170591 |
| SEC # | 801-113325 |
| CIK # | |
| AUM | $383.0 M (2025-04-14) |
| Employees | 8 (62% Investors, 0% Brokers) |
| Phone | 952-392-4474 |
| Address | 3300 Edinborough Way Edina, MN 55435 |
| Source | [IAPD] [Website] [LinkedIn] [Instagram] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 28 | 18.7 |
| (b) Individuals (high net worth individuals) | 121 | 359.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 4.7 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 941 | 383.0 |
| By Discretionary | ||
| Discretionary | 929 | 359.6 |
| Non-Discretionary | 12 | 23.4 |
| Total | 941 | 383.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 383.0 | |
| Total | 941 | 383.0 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Blue Water Wealth Inc
✚
|
OR | 0.4 |
|
Guidance Capital Inc
✚
|
KY | 0.4 |
|
Flagship Private Wealth LLC
✚
|
MA | 0.4 |
|
Oak Asset Management LLC
✚
|
CA | 0.4 |
|
Turning Point Benefit Group Inc
✚
|
MD | 0.4 |
|
Cargile Investment Management Inc
✚
|
TX | 0.4 |
|
REIK & Co LLC
✚
|
0.4 | |
|
Note Advisors LLC
✚
|
NY | 0.4 |
|
Seven Mile Advisory LLC
✚
|
NJ | 0.4 |
|
IMZ Advisory Inc
✚
|
FL | 0.4 |