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FLAGSHIP WEALTH ADVISORS, LLC.
CRD 131962File 801-112001
APPROVED
Retail clients
Filing as of Apr 21, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$748.6M
Above cohort median (national)
Discretionary AUM
$732.2M
Non-discretionary $16.4M
Clients
482
765 accounts
Employees
7
Below cohort median in MA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- BRO
- Registration date
- Nov 2, 2017
- Principal office
- 301 EDGEWATER PLACE, SUITE 400, WAKEFIELD, MA, 01880
- Phone
- 800-631-9997
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $748.6M
- Discretionary AUM
- $732.2M
- Non-discretionary AUM
- $16.4M
- Discretionary accounts
- 678
- Non-discretionary accounts
- 87
- Total accounts
- 765
- AUM per client
- $1.6M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 217 | $668.7M |
| Pension and profit sharing plans | Fewer than 5 | $4.4M |
| Individuals (other than high net worth individuals) | 261 | $75.5M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for other
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.