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FLAGSHIP PRIVATE WEALTH

WOBURN, MA · CRD 175277 · IAPD ↗ · (781) 756-0090

$447.2MRegulatory AUM
4Advisory reps
4Employees
0Clients
1-10Planning clients
0Private funds
11States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
December 2025 — FLAGSHIP PRIVATE WEALTH notice-filed in VA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

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