Flagship Private Wealth

Overview

Flagship Private Wealth is an SEC registered investment adviser based in Woburn, MA, registered since 2016. It reports $447M in assets under management across 1,050 accounts, with 4 employees. It has 4 investment adviser representatives.

Reported AUM

$447M

Discretionary

100%

Accounts

1,050

Average account

$426K

Employees

4

Advisory reps

4

Registered since

2016

Jurisdictions

11

As reported in the firm's August 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business
• Selection of Other Advisors

Client types

• Charities and Non-Profits
• Corporations/Businesses
• High Net Worth Individuals
• Individuals

Fee structure

Fixed Fees and Percentage of Assets. Sponsors a wrap fee program.

Executive officers 3 of 3

• Elizabeth Auger Johnson Managing Member, Chief Compliance Officer CRD 2660647
• Karl Jay Warner Managing Member CRD 2199825
• Ronald John Giunta Managing Member CRD 2726796

Advisory reps 3 of 4

• Ronald John Giunta Insurance Agent · Registered Rep · Investment Adviser Rep CRD 2726796
• Giana Christina Hebert Insurance Agent · Registered Rep · Investment Adviser Rep CRD 5841873
• Elizabeth Auger Johnson Insurance Agent · Registered Rep · Investment Adviser Rep CRD 2660647

1 more advisory rep, with emails, phones and branch locations

Location

Headquarters

400 Trade Ctr Ste 4990
Woburn, MA 01801

County

Middlesex

Metro area

Boston-Cambridge-Newton, MA-NH

Region

Northeast

Registrations

• SEC registered
• Registered in 11 jurisdictions
• Website: flagshipprivatewealth.com

Every state, with registration dates

Similar firms near Woburn

• Canopy Capital GroupWoburn, MA$1.3B AUM
• 93 Financial Group, LLCWoburn, MA$9M AUM
• Alta Wealth Advisors LLCWoburn, MA$665M AUM
• Auour Investments LLCWoburn, MA$378M AUM
• Heritage Wealth ManagementWoburn, MA$153M AUM