# FLOURISH WEALTH MANAGEMENT INC.

FLOURISH WEALTH MANAGEMENT INC. of EDINA, MN is an SEC-registered investment adviser.

## Registration

- CRD: 170591
- Type: SEC-registered investment adviser
- SEC file number: 801-113325
- Location: 3300 EDINBOROUGH WAY, SUITE 420, EDINA, MN, 55435
- Phone: (952) 392-4474
- Latest filing: 2026-05-06
- Regulatory AUM: $455.2M
- Discretionary AUM: $428.7M
- Non-discretionary AUM: $26.5M
- Clients: 7
- Accounts: 900

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pensions, Other

## Officers, owners & control persons (5)

| Name | Role | Location |
| --- | --- | --- |
| Kathleen Marie Longo | PRESIDENT, WEALTH MANAGER AND CHIEF COMPLIANCE OFFICER | — |
| Jay Edward Pluimer | DIRECTOR OF INVESTMENTS | — |
| Joseph Fenwick | PARTNER & WEALTH MANAGER; WEALTH MANAGER | — |
| PLUIMER JAY EDWARD | DIRECTOR OF INVESTMENTS | — |
| LONGO KATHLEEN MARIE | PRESIDENT, WEALTH MANAGER AND CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/170591/brochure
- Similar advisers: https://search.stillhousedata.com/firm/170591/similar
- Related entities: https://search.stillhousedata.com/firm/170591/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/170591

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.