FLOURISH WEALTH MANAGEMENT INC.

EDINA, Minnesota·2 registered advisors·CRD# 170591
SEC# 801-1133250(952) 392-4474
01

Firm Overview

AUM
$328M
Regulatory assets under management
Employees
8
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Other
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at FLOURISH WEALTH MANAGEMENT INC.

2 registered advisors
Jay Edward Pluimer
EDINA, Minnesota
Kathleen Marie Longo
EDINA, Minnesota
05

Office Locations

EDINA, Minnesota
2 advisors

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Data sourced from SEC Form ADV filings. FLOURISH WEALTH MANAGEMENT INC. (CRD# 170591) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.