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| Keyboard |
| Flagship Private Wealth LLC
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|---|---|
| CRD # | 175277 |
| SEC # | 801-108301 |
| CIK # | 0001842560 |
| AUM | 447.2 M (2026-06-01) |
| Employees | 4 (100% Investors, 100% Brokers) |
| Phone | 781-756-0090 |
| Address | 400 Trade Center Suite 4990 Woburn, MA 01801 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| SPDR Gold Trust | 4.7 | ||
| PIMCO Dynamic Income Fund | 2.6 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 328 | 84.5 |
| (b) Individuals (high net worth individuals) | 269 | 350.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 3 | 0.6 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 1 | 11.7 |
| (n) Other | 0 | 0.0 |
| Total | 1,050 | 447.2 |
| By Discretionary | ||
| Discretionary | 1,048 | 446.2 |
| Non-Discretionary | 2 | 1.0 |
| Total | 1,050 | 447.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 447.2 | |
| Total | 1,050 | 447.2 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001842560] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
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|---|---|---|
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Cadence Wealth Management LLC
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Stephenson and Company Inc
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Leslie Global Wealth LLC
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United Advisors America Corporation
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Wealth Navigation LLC
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L K Benson & Company PC
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|
Peak Wealth Management LLC
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|
Roberts Wealth Advisors LLC
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