This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Firm class

independent wealth managerderivedprivate_client_share=0.97 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=4.0

Regulatory AUM

$447MItem 5.F on the latest filing (2026-08-25); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$446M

Private client RAUM

$435MderivedItem 5.D individuals plus high net worth individuals

Private client share

97%derivedprivate client RAUM over total RAUM

Advisors on IAPD

4

RAUM per advisor

$112Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book

Employees

4

Advisory employees

4

Offices

0Schedule D 1.F, beyond the principal office

Accounts

1,050

Individual clients

328

High net worth clients

269

SEC number

801-108301

CRD

175277

Filings on the tape

36

First filed

Aug 17, 2016

Latest filed

Aug 25, 2026

Organised

Limited Liability Company, MA

• Occurred

  Aug 17, 2016
  First Form ADV filing

  Flagship Private Wealth filed its initial SEC registration (Form ADV)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:da1c4599-e42b-90e3-0b9f-7fc85d7c7a99

First observed

Aug 17, 2016

Last observed

Aug 25, 2026 26 days ago

Source families

Federal regulator filings

3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.