Flagship Private Wealth
35yrs
Top 9% by experience nationwide
Flagship Private Wealth
Woburn, MA. Legal name: Flagship Private Wealth, LLC
About the firm
A registered investment advisory firm based in Woburn, Massachusetts. It manages about $447 million for roughly 597 individual clients. Services include financial planning, investment management for individuals and small businesses, choosing other investment managers.
How they work
How they’re paid ?A percentage of the assets they manage; Flat or fixed fees
Typical client size ?$728,377
Assets under management ?$447 million
Individual clients597
Median years of experience31
FoundedNot stated
Services
Financial planningInvestment management for individuals and small businessesChoosing other investment managers
Advisors at Flagship Private Wealth
4Advisors
31Median years of experience
1States with offices
–Offices
Also known as
Flagship Private Wealth, LLC
About Flagship Private Wealth
How do I contact Flagship Private Wealth?
Call the main office at (781) 756-0090. The main office is at 400 Trade Center - Suite 4990, Woburn, MA 01801.
How is Flagship Private Wealth paid?
The firm reports being paid by a percentage of the assets they manage, flat or fixed fees. Ask for your total yearly cost in dollars.
What services does Flagship Private Wealth offer?
Financial planning, Investment management for individuals and small businesses, Choosing other investment managers.
How many advisors work at Flagship Private Wealth?
We list 4 advisors currently registered with the firm.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.