Flagship Wealth Advisors, LLC.
● SEC registered since 2017CRD 131962SEC# 801-112001Wakefield, MA
Reg. AUM
$748.6M
Employees
7
Accounts
765
Location
Wakefield, MA
Flagship Wealth Advisors, LLC. assets under management
Flagship Wealth Advisors, LLC. operates as an SEC-registered investment adviser based in Wakefield, MA. The firm has been registered since 2017. It reports $748.6 million in regulatory assets under management and employs 7 people.
Flagship Wealth Advisors, LLC. owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Paul V Ryan Control | Cco | Over 75% | 1998 |
| Paul V Ryan Control | Member | Over 75% | 1998 |
Frequently asked questions
How much does Flagship Wealth Advisors, LLC. manage?
Flagship Wealth Advisors, LLC. reports $748.6 million in regulatory assets under management on its Form ADV.
How many employees does Flagship Wealth Advisors, LLC. have?
Flagship Wealth Advisors, LLC. reports 7 employees.
Where is Flagship Wealth Advisors, LLC. located?
Flagship Wealth Advisors, LLC. is based in Wakefield, MA and has been SEC-registered since 2017.
Does Flagship Wealth Advisors, LLC. disclose fund performance?
Flagship Wealth Advisors, LLC. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 301 Edgewater Place, Suite 400, Wakefield, MA 01880 |
| Phone | 800-631-9997 |
| Fax | 781-224-9920 |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| SEC region | Boston Regional Office (BRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$748.6M▲ 23%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 39%
Larger than 61% of 16,271 advisers
EmployeesTop 51%
More than 49% of 16,825 advisers
Assets under management
$748.6Mregulatory AUM
Discretionary $732.2MNon-discretionary $16.4M