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FLAGSHIP WEALTH ADVISORS, LLC.

WAKEFIELD, MA · CRD 131962 · IAPD ↗ · flagshipwealthadvisors.com · 800-631-9997

$748.6MRegulatory AUM
4Advisory reps
7Employees
0Clients
0Planning clients
0Private funds
13States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

70
April 2025 — FLAGSHIP WEALTH ADVISORS, LLC. crossed $500M in regulatory AUM ($421.3M -> $607.5M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
47
December 2024 — FLAGSHIP WEALTH ADVISORS, LLC. notice-filed in RI, VT.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
67
April 2024 — FLAGSHIP WEALTH ADVISORS, LLC. reported RAUM up 46% ($288.7M -> $421.3M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.