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Flagship Wealth Advisors, LLC.

● SEC registered since 2017CRD 131962SEC# 801-112001Wakefield, MA
Export (members)
Reg. AUM
$607.5M
Employees
7
Accounts
698
Location
Wakefield, MA

Flagship Wealth Advisors, LLC. assets under management

Flagship Wealth Advisors, LLC. operates as an SEC-registered investment adviser based in Wakefield, MA. The firm has been registered since 2017. It reports $607.5 million in regulatory assets under management and employs 7 people.
www.flagshipwealthadvisors.comView on SEC.gov ↗

Flagship Wealth Advisors, LLC. owners & executives

2 reported
NameTitleOwnershipSince
Paul V Ryan ControlMemberOver 75%1998
Paul V Ryan ControlCcoOver 75%1998

Frequently asked questions

How much does Flagship Wealth Advisors, LLC. manage?

Flagship Wealth Advisors, LLC. reports $607.5 million in regulatory assets under management on its Form ADV.

How many employees does Flagship Wealth Advisors, LLC. have?

Flagship Wealth Advisors, LLC. reports 7 employees.

Where is Flagship Wealth Advisors, LLC. located?

Flagship Wealth Advisors, LLC. is based in Wakefield, MA and has been SEC-registered since 2017.

Does Flagship Wealth Advisors, LLC. disclose fund performance?

Flagship Wealth Advisors, LLC. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address301 Edgewater Place, Suite 400, Wakefield, MA 01880
Phone800-631-9997
Fax781-224-9920
Office hours9:00 a.m. - 5:00 p.m.
SEC regionBoston Regional Office (BRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$593.5M
Non-discretionary$14M
Total (RAUM)$607.5M