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FLOURISH WEALTH MANAGEMENT INC.
CRD 170591File 801-113325
APPROVED
Retail clients
Filing as of May 6, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$455.2M
Above cohort median (national)
Discretionary AUM
$428.7M
Non-discretionary $26.5M
Clients
157
900 accounts
Employees
7
Below cohort median in MN
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- May 31, 2018
- Principal office
- 3300 EDINBOROUGH WAY, SUITE 420, EDINA, MN, 55435
- Phone
- (952) 392-4474
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $455.2M
- Discretionary AUM
- $428.7M
- Non-discretionary AUM
- $26.5M
- Discretionary accounts
- 887
- Non-discretionary accounts
- 13
- Total accounts
- 900
- AUM per client
- $2.9M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 148 | $448.7M |
| Pension and profit sharing plans | Fewer than 5 | $2.0M |
| Individuals (other than high net worth individuals) | 9 | $4.5M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Financial planning services
- Portfolio management for other
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.