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FLOURISH WEALTH MANAGEMENT INC.

EDINA, MN · CRD 170591 · IAPD ↗ · (952) 392-4474

$455.2MRegulatory AUM
5Advisory reps
7Employees
4Clients
1-10Planning clients
0Private funds
5States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

53
April 2025 — FLOURISH WEALTH MANAGEMENT INC. added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
45
November 2024 — FLOURISH WEALTH MANAGEMENT INC. notice-filed in TX.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
63
April 2024 — FLOURISH WEALTH MANAGEMENT INC. reported RAUM up 27% ($258.9M -> $327.8M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
70
April 2024 — FLOURISH WEALTH MANAGEMENT INC. grew from 2 to 4 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.