Flagship Private Wealth is an SEC registered investment adviser organized as a limited liability company with a primary office location in Woburn, MA. Its latest Form ADV filing, dated January 23, 2026, reports $447M in regulatory assets under management, 4 employees, and 1,050 accounts.
Assets Under Management
$447M
Employees
4
Offices
--
Total Clients
601
Primary office
WOBURN, MA
400 TRADE CENTER - SUITE 4990, WOBURN, MA, United States
Portfolio management for individuals and small businesses
Selection of other advisers
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 54.6% of total clients.
Top client categories% of clientsClients
1
Individuals
54.6%
328
2
HNWI
44.8%
269
3
Charitable
0.5%
3
4
Corporations
0.2%
1
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$447Mas of January 23, 2026
Discretionary99.8%
$446M
100% of total RAUM99.8%
Non-discretionary0.2%
$1M
0% of total RAUM0.2%
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.
Total AUM$447M
Total Accounts1,050
10Y AUM Change+$336M (+303.3%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee150:1
10Y Employee Change0 (0.0%)
* 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.