FLOURISH WEALTH MANAGEMENT INC.

FLOURISH WEALTH MANAGEMENT INC. of EDINA, MN is an SEC-registered investment adviser (CRD 170591). Regulatory assets under management: $455.2M.

Registration

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pensions, Other.

Officers, owners & control persons (5)

NameRoleLocation
Kathleen Marie LongoPRESIDENT, WEALTH MANAGER AND CHIEF COMPLIANCE OFFICER—
Jay Edward PluimerDIRECTOR OF INVESTMENTS—
Joseph FenwickPARTNER & WEALTH MANAGER; WEALTH MANAGER—
PLUIMER JAY EDWARDDIRECTOR OF INVESTMENTS—
LONGO KATHLEEN MARIEPRESIDENT, WEALTH MANAGER AND CHIEF COMPLIANCE OFFICER—

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