Flagship Private Wealth
Flagship Private Wealth is an SEC-registered mass-market adviser in Woburn, MA with $447.2M assets under management (AUM, regulatory AUM), +17% over one year. See who owns Flagship Private Wealth: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 175277, SEC 801-108301, data through 2026-06-01.
- AUM (assets under management / regulatory AUM)
- $447.2M (2026-06-01)
- Firm type
- Mass-Market Adviser
- Location
- Woburn, MA
- Employees
- 4
- Clients
- 601
- CRD
- 175277
- Ownership
- GIUNTA, RONALD, JOHN; JOHNSON, ELIZABETH, AUGER; WARNER, KARL, JAY
How much AUM does Flagship Private Wealth have?
Flagship Private Wealth reported $447.2M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-06-01).
Who owns Flagship Private Wealth?
Disclosed owners and executives of Flagship Private Wealth include GIUNTA, RONALD, JOHN, JOHNSON, ELIZABETH, AUGER, WARNER, KARL, JAY. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.