← Directory
FLAGSHIP PRIVATE WEALTH
Legal name: FLAGSHIP PRIVATE WEALTH, LLC
CRD 175277File 801-108301
APPROVED
Retail clients
Filing as of Aug 25, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$447.2M
Below cohort median (national)
Discretionary AUM
$446.2M
Non-discretionary $1.0M
Clients
601
1,050 accounts
Employees
4
Below cohort median in MA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- BRO
- Registration date
- Aug 24, 2016
- Principal office
- 400 TRADE CENTER - SUITE 4990, WOBURN, MA, 01801
- Phone
- (781) 756-0090
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $447.2M
- Discretionary AUM
- $446.2M
- Non-discretionary AUM
- $1.0M
- Discretionary accounts
- 1,048
- Non-discretionary accounts
- 2
- Total accounts
- 1,050
- AUM per client
- $744K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $11.7M |
| Charitable organizations | 3 | $642K |
| High net worth individuals | 269 | $350.3M |
| Individuals (other than high net worth individuals) | 328 | $84.5M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- 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 | Change |
|---|---|---|---|---|
| Feb 1, 2026 | Clients | 605 | 601 | decreased by4 |
| Feb 1, 2026 | AUM | $383,312,357 | $447,232,172 | increased by$63,919,815 |
| Feb 1, 2026 | Accounts | 1,033 | 1,050 | increased by17 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 527 | 605 | increased by78 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $270,186,449 | $383,312,357 | increased by$113,125,908 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 866 | 1,033 | increased by167 |
| Feb 1, 2022 | Clients | 624 | 527 | decreased by97 |
| Feb 1, 2022 | AUM | $216,603,400 | $270,186,449 | increased by$53,583,049 |
| Feb 1, 2022 | Accounts | 848 | 866 | increased by18 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “FLAGSHIP PRIVATE” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“FLAGSHIP PRIVATE” may also match similarly-named firms). Confirm identity against each filing.
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.