Flourish Wealth Management Inc.

Who works here

• JS
  Jayden L Shultz
• JP
  Jay Edward Pluimer
• JF
  Joseph Fenwick
• KL
  Kathleen Marie Longo

How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Services the firm offers

These describe the firm as a whole, not only this advisor.

• Financial planning
• Portfolio management
• Pension consulting

Flourish Wealth Management Inc.

Official records

SEC data as of Nov 13, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Firm CRD

170591