Flagship Private Wealth provides financial planning, portfolio management for individuals and small businesses, selecting other managers, divorce planning, education planning, insurance, and tax planning. Financial planning was provided to 1–10 clients last fiscal year.
Flagship Private Wealth reports 601 clients. They include 328 individual clients, 269 high-net-worth individuals and 3 charitable organizations. Of its assets, 99.8% ($446M across 1,048 accounts) are managed with discretion; $1.02M across 2 accounts are not. A wrap fee program the firm both sponsors and manages holds $446M.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 55% | 19% |
| High-net-worth individuals | 45% | 78% |
| Charitable organizations | <1% | <1% |
| Corporations and other businesses | <1% | 3% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 328 | $84.5M | 18.9% | $258K |
| High-net-worth individuals | 269 | $350M | 78.3% | $1.3M |
| Charitable organizations | 3 | $642K | 0.1% | $214K |
| Corporations and other businesses | Fewer than 5 | $11.7M | 2.6% | $11.7M |
| Total | 601 | $447M | 100% | — |
- Clients
- 328
- Regulatory AUM
- $84.5M
- AUM share
- 18.9%
- Avg. per client
- $258K
- Clients
- 269
- Regulatory AUM
- $350M
- AUM share
- 78.3%
- Avg. per client
- $1.3M
- Clients
- 3
- Regulatory AUM
- $642K
- AUM share
- 0.1%
- Avg. per client
- $214K
- Clients
- Fewer than 5
- Regulatory AUM
- $11.7M
- AUM share
- 2.6%
- Avg. per client
- $11.7M
Total
- Clients
- 601
- Regulatory AUM
- $447M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 1–10
Flagship Private Wealth charges up to 1.35% a year for its Portfolio Management Fees. The fee is billed in advance and is not negotiable. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Financial planning
- Financial plans are a fixed fee of between $750 and $7,500, based on the complexity of the plan, payable in advance and non-negotiable.
Ronald Giunta owns 25% to 50% of Flagship Private Wealth. The leadership team of Flagship Private Wealth includes Chief Compliance Officer Elizabeth Johnson. It has 4 employees.
Staff
- 4 employees
- 4 in advisory functions
- 4 state-registered reps
- 4 broker-dealer reps
- 4 insurance agents
- Owns 25% to 50% of Flagship Private Wealth, LLC
Ronald Giunta
Control person · since June 2012
- Owns 25% to 50% of Flagship Private Wealth, LLC
Elizabeth Johnson
Control person · since June 2012
- Owns 25% to 50% of Flagship Private Wealth, LLC
Karl Warner
Control person · since June 2012
Flagship Private Wealth’s regulatory assets grew 2.1× from $217M (July 2021) to $447M (August 2026); clients were 601 in both filings and employees were 4 in both filings.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Aug 2026August 2026 | $447M | 601 | 4 | 1 |
| Mar 2025March 2025 | $383M | 605 | 4 | 1 |
| Jun 2024June 2024 | $314M | 562 | 4 | 1 |
| Jul 2023July 2023 | $252M | 541 | 4 | 1 |
| Jan 2022January 2022 | $270M | 527 | 4 | 1 |
| Jul 2021July 2021 | $217M | 624 | 4 | 1 |
Besides its headquarters, Flagship Private Wealth has 0 offices, with 1 listed address in 1 state.
Massachusetts · 1 listed address
- 400 Trade Center - Suite 4990, WoburnHQ
Contact and registration details
- Legal name
- Flagship Private Wealth, LLC
- Headquarters
- 400 Trade Center - Suite 4990, Woburn, MA 01801
- Website
- flagshipprivatewealth.com
- Phone
- 781-756-0090
- @flagship-private-wealth
- SEC file
- 801-108301
- Founded
- 2012
- Structure
- Massachusetts LLC
- Fiscal year end
- December
Flagship Private Wealth’s named custodian for separately managed accounts is LPL Financial ($447M). Flagship Private Wealth does not have custody of client assets.
- LPL FinancialLPL Financial LLC · San Diego, CA · $447M100%
At year end, Flagship Private Wealth’s separately managed accounts were mostly in funds (93%). Its reported 13F holdings for the quarter ended 30 June 2026 total $283M across 116 positions; the largest are iShares TR (12.9%), State Str SPDR S&P 500 ETF T (6.3%) and iShares TR (5.3%).
What the accounts hold
- Stocks4%
- Funds93%
- Bonds1%
- Cash2%
How many clients does Flagship Private Wealth have?
Flagship Private Wealth has 601 clients and manages $447 million for them, as of August 2026. They include 328 individual clients, 269 high-net-worth individuals and 3 charitable organizations.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 25 August 2026
What services does Flagship Private Wealth offer?
Flagship Private Wealth provides financial planning, portfolio management for individuals and small businesses, selecting other managers, divorce planning, education planning, insurance, and tax planning.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
How much does Flagship Private Wealth charge?
Flagship Private Wealth charges up to 1.35% a year for its Portfolio Management Fees. The fee is billed in advance and is not negotiable.
Source: FLAGSHIP PRIVATE WEALTH - ADV-2A, filed 25 August 2026
Which custodians does Flagship Private Wealth use?
Flagship Private Wealth’s separately managed account assets are held at LPL Financial LLC (San Diego, CA), with $447M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 25 August 2026
How many financial advisors does Flagship Private Wealth have?
Flagship Private Wealth has 4 investment adviser representatives registered with state securities authorities, out of 4 employees, and 4 perform investment advisory functions. 4 employees are registered representatives of a broker-dealer and 4 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Flagship Private Wealth invest in?
At the end of its last fiscal year, Flagship Private Wealth’s separately managed accounts held 93% registered funds (mutual funds, ETFs, BDCs), 4% exchange-traded equities, 2% cash and equivalents and 1% U.S. government and agency bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Flagship Private Wealth?
Flagship Private Wealth’s direct owners are Ronald Giunta, Elizabeth Johnson and Karl Warner, each holding 50% or less.
Source: Form ADV Part 1A, Schedules A and B, filed 25 August 2026
How does Flagship Private Wealth get paid?
Flagship Private Wealth is paid through a percentage of assets under management and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Flagship Private Wealth?
Flagship Private Wealth’s main office is at 400 Trade Center - Suite 4990, Woburn, MA 01801. Its phone number is 781-756-0090. Its website is flagshipprivatewealth.com.