FLOURISH WEALTH MANAGEMENT INC.
CRD #170591 SEC #801-113325 EDINA, MN (952) 392-4474
SEC Registered
Total AUM
$383M
Discretionary
$359.6M
Employees
8
Clients
1
Accounts
941
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Sep 2025 | $383M | $359.6M | $23.4M | 8 | 0 |
| Apr 2025 | $383M | $359.6M | $23.4M | 8 | 0 |
| Apr 2025 | $383M | $359.6M | $23.4M | 8 | 0 |
| Mar 2025 | $383M | $359.6M | $23.4M | 8 | 0 |
| Dec 2024 | $327.8M | $302.3M | $25.4M | 8 | 0 |
| Oct 2024 | $327.8M | $302.3M | $25.4M | 6 | 0 |
| Oct 2024 | $327.8M | $302.3M | $25.4M | 6 | 0 |
| Jun 2024 | $327.8M | $302.3M | $25.4M | 7 | 0 |
| Mar 2024 | $327.8M | $302.3M | $25.4M | 7 | 0 |
| Feb 2024 | $258.9M | $253.1M | $5.8M | 7 | 4 |
| Nov 2023 | $258.9M | $253.1M | $5.8M | 7 | 4 |
| Jul 2023 | $258.9M | $253.1M | $5.8M | 7 | 4 |
| Mar 2023 | $258.9M | $253.1M | $5.8M | 7 | 4 |
| May 2022 | $226.5M | $219.4M | $7.2M | 7 | 3 |
| Mar 2022 | $226.5M | $219.4M | $7.2M | 7 | 3 |
| Aug 2021 | $177.4M | $171.5M | $5.9M | 6 | 3 |
| Mar 2021 | $177.4M | $171.5M | $5.9M | 6 | 3 |
| Jun 2020 | $141.3M | $136.1M | $5.2M | 4 | 0 |
| Mar 2020 | $141.3M | $136.1M | $5.2M | 4 | 0 |
| Nov 2019 | $121.7M | $117.3M | $4.4M | 5 | 0 |
| Apr 2019 | $121.7M | $117.3M | $4.4M | 5 | 0 |
| Mar 2019 | $121.7M | $117.3M | $4.4M | 5 | 0 |
| Apr 2018 | $125.9M | $121.2M | $4.7M | 4 | 4 |
DateSep 2025
Total AUM$383M
Discretionary$359.6M
Non-Disc.$23.4M
Employees8
Clients0
DateApr 2025
Total AUM$383M
Discretionary$359.6M
Non-Disc.$23.4M
Employees8
Clients0
DateApr 2025
Total AUM$383M
Discretionary$359.6M
Non-Disc.$23.4M
Employees8
Clients0
DateMar 2025
Total AUM$383M
Discretionary$359.6M
Non-Disc.$23.4M
Employees8
Clients0
DateDec 2024
Total AUM$327.8M
Discretionary$302.3M
Non-Disc.$25.4M
Employees8
Clients0
DateOct 2024
Total AUM$327.8M
Discretionary$302.3M
Non-Disc.$25.4M
Employees6
Clients0
DateOct 2024
Total AUM$327.8M
Discretionary$302.3M
Non-Disc.$25.4M
Employees6
Clients0
DateJun 2024
Total AUM$327.8M
Discretionary$302.3M
Non-Disc.$25.4M
Employees7
Clients0
DateMar 2024
Total AUM$327.8M
Discretionary$302.3M
Non-Disc.$25.4M
Employees7
Clients0
DateFeb 2024
Total AUM$258.9M
Discretionary$253.1M
Non-Disc.$5.8M
Employees7
Clients4
DateNov 2023
Total AUM$258.9M
Discretionary$253.1M
Non-Disc.$5.8M
Employees7
Clients4
DateJul 2023
Total AUM$258.9M
Discretionary$253.1M
Non-Disc.$5.8M
Employees7
Clients4
DateMar 2023
Total AUM$258.9M
Discretionary$253.1M
Non-Disc.$5.8M
Employees7
Clients4
DateMay 2022
Total AUM$226.5M
Discretionary$219.4M
Non-Disc.$7.2M
Employees7
Clients3
DateMar 2022
Total AUM$226.5M
Discretionary$219.4M
Non-Disc.$7.2M
Employees7
Clients3
DateAug 2021
Total AUM$177.4M
Discretionary$171.5M
Non-Disc.$5.9M
Employees6
Clients3
DateMar 2021
Total AUM$177.4M
Discretionary$171.5M
Non-Disc.$5.9M
Employees6
Clients3
DateJun 2020
Total AUM$141.3M
Discretionary$136.1M
Non-Disc.$5.2M
Employees4
Clients0
DateMar 2020
Total AUM$141.3M
Discretionary$136.1M
Non-Disc.$5.2M
Employees4
Clients0
DateNov 2019
Total AUM$121.7M
Discretionary$117.3M
Non-Disc.$4.4M
Employees5
Clients0
DateApr 2019
Total AUM$121.7M
Discretionary$117.3M
Non-Disc.$4.4M
Employees5
Clients0
DateMar 2019
Total AUM$121.7M
Discretionary$117.3M
Non-Disc.$4.4M
Employees5
Clients0
DateApr 2018
Total AUM$125.9M
Discretionary$121.2M
Non-Disc.$4.7M
Employees4
Clients4