FLAGSHIP WEALTH ADVISORS, LLC.
CRD #131962 SEC #801-112001 WAKEFIELD, MA 800-631-9997
SEC Registered
Total AUM
$607.5M
Discretionary
$593.5M
Employees
7
Clients
0
Accounts
698
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2025 | $607.5M | $593.5M | $14M | 7 | 0 |
| Oct 2025 | $607.5M | $593.5M | $14M | 7 | 448 |
| Mar 2025 | $607.5M | $593.5M | $14M | 7 | 448 |
| Nov 2024 | $421.3M | $405.7M | $15.6M | 7 | 0 |
| Mar 2024 | $421.3M | $405.7M | $15.6M | 7 | 0 |
| Mar 2023 | $288.7M | $275.4M | $13.3M | 7 | 0 |
| Mar 2023 | $291.1M | $277.9M | $13.2M | 7 | 0 |
| Feb 2023 | $291.1M | $277.9M | $13.2M | 7 | 0 |
| Nov 2022 | $291.1M | $277.9M | $13.2M | 7 | 0 |
| Mar 2022 | $291.1M | $277.9M | $13.2M | 7 | 0 |
| Dec 2021 | $253.1M | $239.9M | $13.2M | 9 | 0 |
| Apr 2021 | $253.1M | $239.9M | $13.2M | 9 | 0 |
| Mar 2021 | $253.1M | $239.9M | $13.2M | 9 | 0 |
| Jun 2020 | $202.1M | $190.7M | $11.4M | 13 | 0 |
| Apr 2020 | $202.1M | $190.7M | $11.4M | 13 | 0 |
| Jan 2020 | $161.1M | $150.9M | $10.3M | 13 | 0 |
| Dec 2019 | $161.1M | $150.9M | $10.3M | 8 | 0 |
| Jul 2019 | $161.1M | $150.9M | $10.3M | 8 | 0 |
| Mar 2019 | $161.1M | $150.9M | $10.3M | 8 | 0 |
| Dec 2018 | $137.8M | $132.8M | $5M | 8 | 0 |
| Dec 2018 | $137.8M | $132.8M | $5M | 8 | 0 |
| Jul 2018 | $137.8M | $132.8M | $5M | 8 | 0 |
| Jun 2018 | $137.8M | $132.8M | $5M | 8 | 0 |
| May 2018 | $137.8M | $132.8M | $5M | 8 | 0 |
| Mar 2018 | $138.8M | $133.8M | $5M | 8 | 0 |
| Nov 2017 | $115M | $113M | $2M | 8 | 0 |
| Nov 2017 | $115M | $113M | $2M | 8 | 0 |
| Oct 2017 | $115M | $113M | $2M | 8 | 0 |
| Oct 2017 | $115M | $113M | $2M | 8 | 0 |
DateDec 2025
Total AUM$607.5M
Discretionary$593.5M
Non-Disc.$14M
Employees7
Clients0
DateOct 2025
Total AUM$607.5M
Discretionary$593.5M
Non-Disc.$14M
Employees7
Clients448
DateMar 2025
Total AUM$607.5M
Discretionary$593.5M
Non-Disc.$14M
Employees7
Clients448
DateNov 2024
Total AUM$421.3M
Discretionary$405.7M
Non-Disc.$15.6M
Employees7
Clients0
DateMar 2024
Total AUM$421.3M
Discretionary$405.7M
Non-Disc.$15.6M
Employees7
Clients0
DateMar 2023
Total AUM$288.7M
Discretionary$275.4M
Non-Disc.$13.3M
Employees7
Clients0
DateMar 2023
Total AUM$291.1M
Discretionary$277.9M
Non-Disc.$13.2M
Employees7
Clients0
DateFeb 2023
Total AUM$291.1M
Discretionary$277.9M
Non-Disc.$13.2M
Employees7
Clients0
DateNov 2022
Total AUM$291.1M
Discretionary$277.9M
Non-Disc.$13.2M
Employees7
Clients0
DateMar 2022
Total AUM$291.1M
Discretionary$277.9M
Non-Disc.$13.2M
Employees7
Clients0
DateDec 2021
Total AUM$253.1M
Discretionary$239.9M
Non-Disc.$13.2M
Employees9
Clients0
DateApr 2021
Total AUM$253.1M
Discretionary$239.9M
Non-Disc.$13.2M
Employees9
Clients0
DateMar 2021
Total AUM$253.1M
Discretionary$239.9M
Non-Disc.$13.2M
Employees9
Clients0
DateJun 2020
Total AUM$202.1M
Discretionary$190.7M
Non-Disc.$11.4M
Employees13
Clients0
DateApr 2020
Total AUM$202.1M
Discretionary$190.7M
Non-Disc.$11.4M
Employees13
Clients0
DateJan 2020
Total AUM$161.1M
Discretionary$150.9M
Non-Disc.$10.3M
Employees13
Clients0
DateDec 2019
Total AUM$161.1M
Discretionary$150.9M
Non-Disc.$10.3M
Employees8
Clients0
DateJul 2019
Total AUM$161.1M
Discretionary$150.9M
Non-Disc.$10.3M
Employees8
Clients0
DateMar 2019
Total AUM$161.1M
Discretionary$150.9M
Non-Disc.$10.3M
Employees8
Clients0
DateDec 2018
Total AUM$137.8M
Discretionary$132.8M
Non-Disc.$5M
Employees8
Clients0
DateDec 2018
Total AUM$137.8M
Discretionary$132.8M
Non-Disc.$5M
Employees8
Clients0
DateJul 2018
Total AUM$137.8M
Discretionary$132.8M
Non-Disc.$5M
Employees8
Clients0
DateJun 2018
Total AUM$137.8M
Discretionary$132.8M
Non-Disc.$5M
Employees8
Clients0
DateMay 2018
Total AUM$137.8M
Discretionary$132.8M
Non-Disc.$5M
Employees8
Clients0
DateMar 2018
Total AUM$138.8M
Discretionary$133.8M
Non-Disc.$5M
Employees8
Clients0
DateNov 2017
Total AUM$115M
Discretionary$113M
Non-Disc.$2M
Employees8
Clients0
DateNov 2017
Total AUM$115M
Discretionary$113M
Non-Disc.$2M
Employees8
Clients0
DateOct 2017
Total AUM$115M
Discretionary$113M
Non-Disc.$2M
Employees8
Clients0
DateOct 2017
Total AUM$115M
Discretionary$113M
Non-Disc.$2M
Employees8
Clients0