RIA Intel›Advisers›North Carolina›FLAGSHIP WEALTH MANAGEMENT GROUP, LLC

FLAGSHIP WEALTH MANAGEMENT GROUP, LLC

Advisory

NC

Data as of May 26, 2026 · Source: SEC Form ADV

Average account
$174K
across 265 accounts
AUM per adviser
$46M
1 advisers

Source: SEC Form ADV. Figures as filed May 26, 2026.

Total AUM
$46M
1-Year AUM Growth
—
3-Year CAGR
—
Employees
1
Assets Under Management
Total AUM$46M
Discretionary AUM$46M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients94
Team
Total Employees1
Investment Advisers1
Employee Growth (1Y)—
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InMD, NC, PA, TX, VA
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

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Closest by assets under management. All figures from Form ADV.

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