FLOURISH WEALTH MANAGEMENT INC.

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UUIDe09d3107-7fac-5e8b-bd80-987ac1a5f3de

TypeASSET_MANAGER

Status—

Created2025-10-23 02:23:52

Updated2025-10-23 02:24:36

Available Loaders

SEC Form ADV (XLSX Metrics)

Loads advanced metrics from the monthly IAPD XLSX exports (RAUM breakdown, client mix, service flags) into the adv_metrics table.

Open
SEC Form ADV Part 1 (Bulk)

Loads Form ADV Part 1 bulk data from the local CSV snapshot. Includes headquarters info, aliases, control persons, and evidence links.

Open

Identifiers

Authority	Identifier	Display	As Of	Confidence
adv_crd	170591	170591	—	1.0
sec_file_number	801-113325	801-113325	—	—

Profile

WebsiteHTTPS://WWW.FACEBOOK.COM/FLOURISHWEALTHMANAGEMENT/

HQ CityEDINA

HQ StateMN

HQ CountryUnited States

AUM (USD)—

AUM As OfNone

ADV Metrics

Assets & Accounts

RAUM (total)383,019,477.0
RAUM (discretionary)359,587,234.0
Actionable assets364,353,772.0
Accounts941.0

Institutional Clients

Government AUM0.0
Pension AUM4,650,786.0
Charitable AUM0.0
HNW AUM359,702,986.0

As of 2025-04-14 00:00:00 • Source ia09022025.xlsx

People

Name	Title	Role	Email	Evidence
LONGO, KATHLEEN, MARIE	PRESIDENT, WEALTH MANAGER AND CHIEF COMPLIANCE OFFICER	OFFICER	—	{"filing_id": "2013514", "owner_id": "2757434", "source": "adv_part1", "table": "Schedule_A_B"}
PLUIMER, JAY, EDWARD	DIRECTOR OF INVESTMENTS	OFFICER	—	{"filing_id": "2013514", "owner_id": "2272144", "source": "adv_part1", "table": "Schedule_A_B"}
Fenwick, Joseph	WEALTH MANAGER	EMPLOYEE	—	{"filing_id": "2013514", "owner_id": "7804313", "source": "adv_part1", "table": "Schedule_A_B"}

Name

Title

Role

Evidence

LONGO, KATHLEEN, MARIE

PRESIDENT, WEALTH MANAGER AND CHIEF COMPLIANCE OFFICER

OFFICER

—

{"filing_id": "2013514", "owner_id": "2757434", "source": "adv_part1", "table": "Schedule_A_B"}

PLUIMER, JAY, EDWARD

DIRECTOR OF INVESTMENTS

OFFICER

—

{"filing_id": "2013514", "owner_id": "2272144", "source": "adv_part1", "table": "Schedule_A_B"}

Fenwick, Joseph

WEALTH MANAGER

EMPLOYEE

—

{"filing_id": "2013514", "owner_id": "7804313", "source": "adv_part1", "table": "Schedule_A_B"}

Outbound Affiliations

Relation	Organization	Last Updated	Evidence
No outbound affiliations.

Inbound Affiliations

Relation	Organization	Last Updated	Evidence
No inbound affiliations.

Evidence

adv_part1

data/raw/sec_adv/raw_adv/ADV_Filing_Data_20250901_20250930/IA_ADV_Base_A_20250901_20250930.csv 2025-10-23 02:24:36 • csv
```
{
  "date_submitted": "09/01/2025 10:54:52 AM",
  "filing_id": "2013514",
  "reg_type": "IA"
}
```

FLOURISH WEALTH MANAGEMENT INC.

Available Loaders

SEC Form ADV (XLSX Metrics)

SEC Form ADV Part 1 (Bulk)

Identifiers

Profile

ADV Metrics

Assets & Accounts

Institutional Clients

People

Outbound Affiliations

Inbound Affiliations

Evidence

adv_part1