FLAGSHIP WEALTH ADVISORS, LLC.
SEC Form ADV profile.
Total regulatory AUM
$748,622,409
Discretionary
$732,204,802
Non-discretionary
$16,417,607
Firm details
- CRD number
- 131962
- SEC file number
- 801-112001
- Main office
- WAKEFIELD, MA, United States
- Employees
- 7
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Hourly
As of October 2026.