FLAGSHIP PRIVATE WEALTH, LLC
C41
CRD 175277·SEC 801-108301·WOBURN, MA
AUM
$447.2M
$100M-$500M
Est. Revenue
$4.5M
@ 1% on AUM
Est. EBITDA
$1.3M
@ 30% margin
Est. Deal Value
$10.7M
@ 8× EBITDA
Identity
Registrations & legal identity
Economics
AUM trajectory
'20 · $144.1M
'21 · $216.6M
'22 · $270.2M
'23 · $270.2M
'25 · $383.3M
'26 · $447.2M
'20'26
$144.1M → $447.2M▲ +210%
Client mix
| Individuals Other | 328 |
| Individuals High Net Worth | 269 |
| Charitable Organizations | 3 |
| Corporations | 1 |
Operations
Advisory staff (5-yr trend)
'20 · 4 advisors
'21 · 4 advisors
'22 · 4 advisors
'23 · 4 advisors
'25 · 4 advisors
'26 · 4 advisors
'20'26
4 advisors → 4 advisors▬ 0%
Branches
| Count | 1 |
Custodian & Brokerage
Filings
ADV-W filed at
—
Compliance
Trademark
—
Additional signalsExpand ▾
Ownership & succession ★
Who controls the firm + pre-computed succession flags
Availability / M&A ★
Already-acquired = skip; deal comps
Web presence ★
Stale website = winding down
Retirement-plan book (Form 5500) ★
401(k)/plan business — cross-sell value
SEC EDGAR
Compliance & brand
All other collected signals (12)
Everything else we've pulled for this record, not yet curated into a section.
Edgar Addresses
Mailing
400 TRADE CENTERSUITE 4990WOBURN, MA 01801
Business
400 TRADE CENTERSUITE 4990WOBURN, MA 01801
Edgar Recent Filings
13F-HR2026-04-24 · 0002085853-26-000487
13F-HR2026-02-04 · 0002085853-26-000195