# Flagship Private Wealth

> Flagship Private Wealth is an SEC-registered investment advisory firm in Woburn, MA, registered since 2016, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated August 25, 2026.

- CRD: 175277
- Filed as: FLAGSHIP PRIVATE WEALTH
- Legal name: Flagship Private Wealth, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Woburn, MA
- Filing period: October 2026
- Form ADV filing dated: August 25, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/175277
- AdvisorCensus page: https://advisorcensus.com/firm/flagship-private-wealth-woburn-ma-175277

## Quick answers

**How is Flagship Private Wealth compensated?**
On its Form ADV (Item 5.E, October 2026), Flagship Private Wealth reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).

**Where is Flagship Private Wealth located?**
Flagship Private Wealth's principal office is in Woburn, MA, according to its Form ADV.

**Is Flagship Private Wealth registered with the SEC or a state?**
Flagship Private Wealth is an SEC-registered investment advisory firm, registered since 2016. Status as filed: Approved. CRD 175277.

**How much does Flagship Private Wealth manage?**
Flagship Private Wealth reports $447,232,172 in regulatory assets under management in its Form ADV filing dated August 25, 2026 (100% discretionary).

**How have Flagship Private Wealth's assets and staff changed since 2021?**
In the Form ADV data for Flagship Private Wealth: Regulatory assets under management: $216,603,400 in the October 2021 data and $447,232,172 in the October 2026 data, up 106%. Total employees: 4 in October 2021 and 4 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Flagship Private Wealth serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (328); high net worth individuals (269); charitable organizations (3).

**Which custodians does Flagship Private Wealth use?**
Flagship Private Wealth's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists LPL Financial LLC as a custodian holding 10% or more of its separately managed account assets.

**Does Flagship Private Wealth report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/175277

**Does Flagship Private Wealth state an account minimum?**
Its Form ADV Part 2A brochure dated August 25, 2026 says: "There is no account minimum for any of FPW’s services."

**What changed in Flagship Private Wealth's recent Form ADV filings?**
In the February 2026 filing data: Regulatory assets under management went from $383,312,357 to $447,232,172 (+17%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated August 25, 2026)

- Account minimum: None

> There is no account minimum for any of FPW’s services.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- LPL Financial LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $447,232,172
- Discretionary: $446,213,687
- Non-discretionary: $1,018,485

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 328 | $84,526,928 |
| High net worth individuals | 269 | $350,313,930 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 3 | $642,197 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 1 | $11,749,117 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2016 (10 years)
- Employees: 4 total, 4 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: CA, CO, CT, FL, MA, ME, NH, NY, PA, TX, VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- flagshipprivatewealth.com
- Facebook @FLAGSHIP PRIVATE WEALTH
- LinkedIn @FLAGSHIP-PRIVATE-WEALTH
- X @FLAGSHIPPW

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $216,603,400 | 4 | July 9, 2021 |
| October 2022 | $270,186,449 | 4 | January 25, 2022 |
| October 2023 | $252,287,507 | 4 | July 20, 2023 |
| October 2024 | $313,861,695 | 4 | June 5, 2024 |
| October 2025 | $383,312,357 | 4 | March 21, 2025 |
| October 2026 | $447,232,172 | 4 | August 25, 2026 |

Regulatory assets under management: $216,603,400 in the October 2021 data and $447,232,172 in the October 2026 data, up 106%.
Total employees: 4 in October 2021 and 4 in October 2026.

## Changes in the filing (last 12 months)

### February 2026
- Regulatory assets under management went from $383,312,357 to $447,232,172 (+17%).

### December 2025
- Registered or notice-filed in VA.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Flagship Private Wealth (CRD 175277): Form ADV filing data as of October 2026.