FLAGSHIP PRIVATE WEALTH, LLC
Legal name: FLAGSHIP PRIVATE WEALTH
CRD #175277 SEC #801-108301 WOBURN, MA (781) 756-0090
SEC Registered
Total AUM
$383.3M
Discretionary
$381.3M
Employees
4
Clients
1
Accounts
1,033
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2025 | $383.3M | $381.3M | $2M | 4 | 0 |
| Sep 2025 | $383.3M | $381.3M | $2M | 4 | 0 |
| Mar 2025 | $383.3M | $381.3M | $2M | 4 | 0 |
| Feb 2025 | $383.3M | $381.3M | $2M | 4 | 0 |
| Jun 2024 | $313.9M | $313.9M | $0 | 4 | 3 |
| Jan 2024 | $313.9M | $313.9M | $0 | 4 | 3 |
| Jul 2023 | $252.3M | $252.3M | $0 | 4 | 2 |
| Jul 2023 | $252.3M | $252.3M | $0 | 4 | 2 |
| Jan 2023 | $252.3M | $252.3M | $0 | 4 | 2 |
| Jan 2022 | $270.2M | $270.2M | $0 | 4 | 0 |
| Nov 2021 | $216.6M | $216.6M | $0 | 4 | 2 |
| Oct 2021 | $216.6M | $216.6M | $0 | 4 | 2 |
| Jul 2021 | $216.6M | $216.6M | $0 | 4 | 2 |
| May 2021 | $216.6M | $216.6M | $0 | 4 | 2 |
| Jan 2021 | $216.6M | $216.6M | $0 | 4 | 2 |
| Jun 2020 | $185.9M | $185.9M | $0 | 4 | 7 |
| Jun 2020 | $185.9M | $185.9M | $0 | 4 | 7 |
| May 2020 | $185.9M | $185.9M | $0 | 4 | 7 |
| May 2020 | $185.9M | $185.9M | $0 | 4 | 7 |
| Feb 2020 | $185.9M | $185.9M | $0 | 4 | 7 |
| Jan 2020 | $144.1M | $144.1M | $0 | 4 | 12 |
| Jan 2020 | $144.1M | $144.1M | $0 | 4 | 12 |
| Jan 2019 | $144.1M | $144.1M | $0 | 4 | 12 |
| Jan 2019 | $144.1M | $144.1M | $0 | 4 | 12 |
| Aug 2018 | $146.5M | $146.5M | $0 | 4 | 4 |
| Feb 2018 | $146.5M | $146.5M | $0 | 4 | 4 |
| Jan 2018 | $146.5M | $146.5M | $0 | 4 | 4 |
| Aug 2017 | $110.9M | $110.9M | $0 | 4 | 500 |
| Aug 2017 | $110.9M | $110.9M | $0 | 4 | 500 |
| Jul 2017 | $110.9M | $110.9M | $0 | 4 | 500 |
| Feb 2017 | $110.9M | $110.9M | $0 | 4 | 500 |
| Sep 2016 | $100.1M | $96.3M | $3.9M | 4 | 500 |
| Sep 2016 | $100.1M | $96.3M | $3.9M | 4 | 500 |
| Aug 2016 | $100.1M | $96.3M | $3.9M | 4 | 500 |
DateOct 2025
Total AUM$383.3M
Discretionary$381.3M
Non-Disc.$2M
Employees4
Clients0
DateSep 2025
Total AUM$383.3M
Discretionary$381.3M
Non-Disc.$2M
Employees4
Clients0
DateMar 2025
Total AUM$383.3M
Discretionary$381.3M
Non-Disc.$2M
Employees4
Clients0
DateFeb 2025
Total AUM$383.3M
Discretionary$381.3M
Non-Disc.$2M
Employees4
Clients0
DateJun 2024
Total AUM$313.9M
Discretionary$313.9M
Non-Disc.$0
Employees4
Clients3
DateJan 2024
Total AUM$313.9M
Discretionary$313.9M
Non-Disc.$0
Employees4
Clients3
DateJul 2023
Total AUM$252.3M
Discretionary$252.3M
Non-Disc.$0
Employees4
Clients2
DateJul 2023
Total AUM$252.3M
Discretionary$252.3M
Non-Disc.$0
Employees4
Clients2
DateJan 2023
Total AUM$252.3M
Discretionary$252.3M
Non-Disc.$0
Employees4
Clients2
DateJan 2022
Total AUM$270.2M
Discretionary$270.2M
Non-Disc.$0
Employees4
Clients0
DateNov 2021
Total AUM$216.6M
Discretionary$216.6M
Non-Disc.$0
Employees4
Clients2
DateOct 2021
Total AUM$216.6M
Discretionary$216.6M
Non-Disc.$0
Employees4
Clients2
DateJul 2021
Total AUM$216.6M
Discretionary$216.6M
Non-Disc.$0
Employees4
Clients2
DateMay 2021
Total AUM$216.6M
Discretionary$216.6M
Non-Disc.$0
Employees4
Clients2
DateJan 2021
Total AUM$216.6M
Discretionary$216.6M
Non-Disc.$0
Employees4
Clients2
DateJun 2020
Total AUM$185.9M
Discretionary$185.9M
Non-Disc.$0
Employees4
Clients7
DateJun 2020
Total AUM$185.9M
Discretionary$185.9M
Non-Disc.$0
Employees4
Clients7
DateMay 2020
Total AUM$185.9M
Discretionary$185.9M
Non-Disc.$0
Employees4
Clients7
DateMay 2020
Total AUM$185.9M
Discretionary$185.9M
Non-Disc.$0
Employees4
Clients7
DateFeb 2020
Total AUM$185.9M
Discretionary$185.9M
Non-Disc.$0
Employees4
Clients7
DateJan 2020
Total AUM$144.1M
Discretionary$144.1M
Non-Disc.$0
Employees4
Clients12
DateJan 2020
Total AUM$144.1M
Discretionary$144.1M
Non-Disc.$0
Employees4
Clients12
DateJan 2019
Total AUM$144.1M
Discretionary$144.1M
Non-Disc.$0
Employees4
Clients12
DateJan 2019
Total AUM$144.1M
Discretionary$144.1M
Non-Disc.$0
Employees4
Clients12
DateAug 2018
Total AUM$146.5M
Discretionary$146.5M
Non-Disc.$0
Employees4
Clients4
DateFeb 2018
Total AUM$146.5M
Discretionary$146.5M
Non-Disc.$0
Employees4
Clients4
DateJan 2018
Total AUM$146.5M
Discretionary$146.5M
Non-Disc.$0
Employees4
Clients4
DateAug 2017
Total AUM$110.9M
Discretionary$110.9M
Non-Disc.$0
Employees4
Clients500
DateAug 2017
Total AUM$110.9M
Discretionary$110.9M
Non-Disc.$0
Employees4
Clients500
DateJul 2017
Total AUM$110.9M
Discretionary$110.9M
Non-Disc.$0
Employees4
Clients500
DateFeb 2017
Total AUM$110.9M
Discretionary$110.9M
Non-Disc.$0
Employees4
Clients500
DateSep 2016
Total AUM$100.1M
Discretionary$96.3M
Non-Disc.$3.9M
Employees4
Clients500
DateSep 2016
Total AUM$100.1M
Discretionary$96.3M
Non-Disc.$3.9M
Employees4
Clients500
DateAug 2016
Total AUM$100.1M
Discretionary$96.3M
Non-Disc.$3.9M
Employees4
Clients500