Flourish Wealth Management

Finance · Minnesota, United States · 1-10 Employees

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Overview

Headquarters

3300 Edinborough Way Ste 420, Edina, Min...

Phone Number

(952) 392-4474

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Mar
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ZI Rank
1
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About Flourish Wealth Management

Flourish Wealth Management specializes in personalized wealth and investment management services, focusing on aligning clients' financial goals with their personal values. Based in Edina, Minnesota, the firm offers comprehensive financial planning, investment management, and expertise in navigating life transitions. Their approach emphasizes financial empowerment and meaningful conversations to help clients achieve their aspirations. Flourish Wealth Management serves individuals and families seeking to cultivate financial success and fulfillment.Explore more
Flourish Wealth Management's Social MediaPopular SearchesFLOURISH WEALTH MANAGEMENT IncFlourish Wealth ManagementFlourish Wealth Management®Flourish Wealth Management - IncFlourish Wealth Management InSIC Code 62,628NAICS Code 52,523Show more

Flourish Wealth Management Org Chart

PhoneEmail
KL
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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Flourish Wealth Managemen...

<$5M
1-10
Private
-
2014
KL
Kathleen LongoPresident & Founder
$13.7M
1-10
Private
-
2019
PG
Patrick GoldenFinancial Advisor
$8.6M
11-50
Private
-
2010
MG
Michael GoodwinFounding Partner
$5.1M
1-10
Private
-
2011
N/A
<$5M
1-10
Private
-
2007
N/A
<$5M
1-10
Private
-
2000
Emily Peacock, Chief Operating Officer at Shira Ridge Wealth Management
Emily PeacockChief Operating Officer
<$5M
1-10
Private
-
2008
N/A
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Flourish Wealth Management is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Flourish Wealth Management is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Flourish Wealth Management.

Flourish Wealth Management Tech Stack

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Flourish Wealth Management News & Media

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Frequently Asked Questions Regarding Flourish Wealth Management

What is Flourish Wealth Management's official website?
Flourish Wealth Management's official website is www.flourishwealthmanagement.com
What is Flourish Wealth Management's Revenue?
Flourish Wealth Management's revenue is <$5 Million
What is Flourish Wealth Management's SIC code?
Flourish Wealth Management's SIC: 62,628
What is Flourish Wealth Management's NAICS code?
Flourish Wealth Management's NAICS: 52,523
How many employees does Flourish Wealth Management have?
Flourish Wealth Management has 1-10 employees
What industry does Flourish Wealth Management belong to?
Flourish Wealth Management is in the industry of: Finance, Securities Trading
What is Flourish Wealth Management competition?
Flourish Wealth Management top competitors include: Pillar Wealth Management, Golden Wealth Management, Shira Ridge Wealth Management, VCM Wealth
What technology does Flourish Wealth Management use?
Some of the popular technologies that Flourish Wealth Management uses are: WordPress.org, Cloudflare Website Optimization, Barracuda Networks, Citrix ShareFile
How do I contact Flourish Wealth Management?
Flourish Wealth Management contact info: Phone number: (952) 392-4474 Website: www.flourishwealthmanagement.com
What does Flourish Wealth Management do?

Flourish Wealth Management specializes in personalized wealth and investment management services, focusing on aligning clients' financial goals with their personal values. Based in Edina, Minnesota, the firm offers comprehensive financial planning, investment management, and expertise in navigating life transitions. Their approach emphasizes financ... ial empowerment and meaningful conversations to help clients achieve their aspirations. Flourish Wealth Management serves individuals and families seeking to cultivate financial success and fulfillment.Read More

What are Flourish Wealth Management social media links?
Flourish Wealth Management Linkedin page Flourish Wealth Management Twitter page Flourish Wealth Management Facebook page
Is Flourish Wealth Management a public company?
Flourish Wealth Management is private company therefore does not currently have an official ticker symbol
See more information about Flourish Wealth Management

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