Flagship Wealth Advisors, LLC. is an SEC registered investment adviser organized as a limited liability company with a primary office location in Wakefield, MA. Its latest Form ADV filing, dated April 21, 2026, reports $749M in regulatory assets under management, 7 employees, and 765 accounts.
Assets Under Management
$749M
Employees
7
Offices
--
Total Clients
482
Primary office
WAKEFIELD, MA
301 EDGEWATER PLACE, SUITE 400, WAKEFIELD, MA, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Hourly charges
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 54.1% of total clients.
Top client categories% of clientsClients
1
Individuals
54.1%
261
2
HNWI
45.0%
217
3
Pension Plans
0.8%
4
Categories with <5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$749Mas of April 21, 2026
Discretionary97.8%
$732M
98% of total RAUM97.8%
Non-discretionary2.2%
$16M
2% of total RAUM2.2%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$749M
Total Accounts765
10Y AUM Change+$634M (+550.7%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees7
Clients per Employee69:1
10Y Employee Change-1 (-12.5%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.