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Flourish Wealth Management Inc.

Flourish Wealth Management Inc.. CRD 170591

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CRD: 170591

Flourish Wealth Management Inc.

Edina, MN, 55435
9523924474
flourishwealthmanagement.com
$455.2M Total AUM
$428.7M Disc. AUM
-- 3Y CAGR
7 Employees
161 ADV. Clients
12 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company · JP Morgan · Vanguard
Clients
Retail and Institutional
Platforms
PathwayAlpha +more
Established Date
04-15-2014
Office Locations
1

Office Locations

3300 Edinborough WAY Suite 420 Edina MN

About Flourish Wealth Management Inc.

Flourish Wealth Management provides values-based wealth and investment management, pairing financial planning with risk-based asset allocation and ongoing portfolio management. The team (CFP/CPA/AIF/CIMA) emphasizes behavioral coaching to align money decisions with client goals. Founder Kathy Longo also publishes and hosts the Flourish Financially podcast—useful touchpoints for investor education.

Team overview

53 AVG AGE
$91.0M AVG AUM / ADVISOR
$2.8M AVG AUM / CLIENT
6.3 yrs AVG TENURE
7 Employees
5 Advisory Reps
5 RIA Reps
12yrs Firm Age

Insights

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Accredited Investors

Oak north

Asset Classes

Optima beacon Vector Atlas Bridge Bridge

Client Personas

Oak peak North

Custodian

Beacon Legacy oak Peak Radial value Atlas Prime

Fund Managers

Optima insight

Investment Themes

Ridge Momentum crest Foundation Delta foundation Matrix ridge Matrix quantum

Investment Vehicles

Meridian

Platform

Oak value

Services

Prime Bridge ridge Legacy Atlas Signal North Zenith Meridian catalyst Pathway Prime legacy Fusion

Technology

Vital Quantum Peak Signal Ember

Owner & Executives

KATHLEEN MARIE LONGO

KATHLEEN MARIE LONGO

Chief Compliance Officer, Financial Planner, President, WEALTH MANAGER

CRD
#2757434
Ownership
75% or more
(253) 569-3008
ember.pioneer@atlascapital.com
in linkedin.com/in/north-harbor
J

Joseph Fenwick

PARTNER, WEALTH MANAGER

CRD
#7804313
Ownership
5% but less than 10%
(367) 443-8500
insight.alpha@crestcapital.com
in linkedin.com/in/unison-glacier
H

Horizon vector

Pioneer crest

CRD
#21630
Ownership
9.4%
(945) 466-6619
alpha.timber@beaconcapital.com
in linkedin.com/in/radial-capital

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Contacts

J

Jayden L Shultz

--

CRD
#7495949
(693) 626-6028
meridian.signal@meridiancapital.com
in linkedin.com/in/catalyst-horizon

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
05-13-2022
11-16-2023
12-05-2024
09-01-2025
05-06-2026
Category Assets AVG. Account size
Discretionary $428,703,170 $483,318
Non-Discretionary $26,510,569 $2,039,275
Total $455,213,739 $505,793

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Separately Managed Accounts

Total SMA Asset: $455,213,739

$455.2M Total SMA
Equity - Exchange:
9.1%
Public Funds:
13.3%
Cash:
22.4%
Private Funds:
9.5%
Corporate - Investment Grade:
17.3%
Municipal Bonds:
15.0%
Other:
13.4%
Asset class Assets Assets %
Equity - Exchange $82,905,404 9.1%
Public Funds $121,169,437 13.3%
Cash $204,074,840 22.4%
Private Funds $86,549,598 9.5%
Corporate - Investment Grade $157,611,372 17.3%
Municipal Bonds $136,657,259 15.0%
Other $122,080,485 13.4%
Total $911,048,395 100.0%

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