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FLAGSHIP WEALTH ADVISORS, LLC.
CRD 131962 · SEC 801-112001
301 EDGEWATER PLACE, SUITE 400, WAKEFIELD, MA, 01880, United States
Phone
800-631-9997
Fax
781-224-9920
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$748.6M
Discretionary AUM
$732.2M
Team
7 total employees; 4 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges
Org form
Limited Liability Company
Filing date
2026-04-21
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 261 | $75.5M |
| High net worth individuals | 217 | $668.7M |
| Pension/profit sharing plans | 4 | $4.4M |
States served
VT, AZ, CA, GA, ME, MA, NJ, NY, RI, TX, NH, CT, FL
All web addresses on file
Official SEC filing: View on IAPD