Flagship Private Wealth, LLC
● SEC registered since 2016CRD 175277SEC# 801-108301Woburn, MA
Reg. AUM
$447.2M
Employees
4
Accounts
1,050
Location
Woburn, MA
Flagship Private Wealth, LLC assets under management
Flagship Private Wealth, LLC is an investment advisory firm registered with the SEC based in Woburn, MA. The firm has been registered since 2016. It reports $447.2 million in regulatory assets under management and employs 4 people.
Flagship Private Wealth, LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Elizabeth Auger Johnson Control | Managing Member / Chief Compliance Officer | 25-50% | 2012 |
| Karl Jay Warner Control | Managing Member | 25-50% | 2012 |
| Ronald John Giunta Control | Managing Member | 25-50% | 2012 |
Frequently asked questions
How much does Flagship Private Wealth, LLC manage?
Flagship Private Wealth, LLC reports $447.2 million in regulatory assets under management on its Form ADV.
How many employees does Flagship Private Wealth, LLC have?
Flagship Private Wealth, LLC reports 4 employees.
Where is Flagship Private Wealth, LLC located?
Flagship Private Wealth, LLC is based in Woburn, MA and has been SEC-registered since 2016.
Does Flagship Private Wealth, LLC disclose fund performance?
Flagship Private Wealth, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 400 Trade Center - Suite 4990, Woburn, MA 01801 |
| Phone | (781) 756-0090 |
| Fax | (781) 756-0085 |
| Office hours | 9-5 |
| SEC region | Boston Regional Office (BRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$447.2M▲ 17%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 51%
Larger than 49% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$447.2Mregulatory AUM
Discretionary $446.2MNon-discretionary $1M