# FLAGSHIP WEALTH ADVISORS, LLC.

FLAGSHIP WEALTH ADVISORS, LLC. of WAKEFIELD, MA is an SEC-registered investment adviser.

## Registration

- CRD: 131962
- Type: SEC-registered investment adviser
- SEC file number: 801-112001
- Location: 301 EDGEWATER PLACE, SUITE 400, WAKEFIELD, MA, 01880
- Phone: 800-631-9997
- Latest filing: 2026-04-21
- Regulatory AUM: $748.6M
- Discretionary AUM: $732.2M
- Non-discretionary AUM: $16.4M
- Clients: 7
- Accounts: 765

## Business model

- Compensation: % of AUM, Hourly
- Clients served: Individuals, High net worth, Pensions

## Officers, owners & control persons (2)

| Name | Role | Location |
| --- | --- | --- |
| Paul V Ryan | CCO; MEMBER | — |
| RYAN PAUL V | CCO; MEMBER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/131962/brochure
- Similar advisers: https://search.stillhousedata.com/firm/131962/similar
- Related entities: https://search.stillhousedata.com/firm/131962/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/131962

---

Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.