Flourish Wealth Management Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Edina, MN. Its latest Form ADV filing, dated March 9, 2026, reports $455M in regulatory assets under management, 8 employees, 1 office, and 900 accounts.
Assets Under Management
$455M
Employees
8
Offices
1 office
Total Clients
157
Primary office
EDINA, MN
3300 EDINBOROUGH WAY, SUITE 420, EDINA, MN, United States
Top client segmentHNWI represent 94.3% of total clients.
Top client categories% of clientsClients
1
HNWI
94.3%
148
2
Individuals
5.7%
9
Categories with <5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$455Mas of March 9, 2026
Discretionary94.2%
$429M
94% of total RAUM94.2%
Non-discretionary5.8%
$27M
6% of total RAUM5.8%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$455M
Total Accounts900
10Y AUM Change+$329M (+261.4%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees8
Clients per Employee20:1
10Y Employee Change+4 (+100.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.