FLAGSHIP WEALTH ADVISORS, LLC.

FLAGSHIP WEALTH ADVISORS, LLC. of WAKEFIELD, MA is an SEC-registered investment adviser (CRD 131962). Regulatory assets under management: $748.6M.

Registration

• CRD: 131962
• SEC file number: 801-112001
• Type: Registered investment adviser
• 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)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 131962 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search