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FLAGSHIP PRIVATE WEALTH

FLAGSHIP PRIVATE WEALTH, LLC

CRD 175277 · SEC 801-108301

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400 TRADE CENTER - SUITE 4990, WOBURN, MA, 01801, United States

Phone

(781) 756-0090

Fax

(781) 756-0085

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$447.2M

Discretionary AUM

$446.2M

Team

4 total employees; 4 advisory reps

Clients

1-10

Fees

Percentage of AUM; Fixed fees

Org form

Limited Liability Company

Filing date

2026-06-01

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Selection of other advisers

Client types

TypeClientsAUM
Individuals328$84.5M
High net worth individuals269$350.3M
Charitable organizations3$642K
Corporations/business entities1$11.7M

States served

CA, CO, ME, MA, NY, PA, VA, TX, NH, CT, FL

All web addresses on file

Official SEC filing: View on IAPD