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- Custodian
- LPL Financial
- Clients
- Retail and Institutional
- Platforms
- Insight fusion
- Established Date
- 04-21-2015
- Office Locations
- 1
Office Locations
About Flagship Private Wealth
Flagship Private Wealth is an independent wealth management firm based in Woburn, MA serving the Greater Boston area, focused on long-term advisory relationships and guidance beyond market moves. The team delivers financial planning and portfolio construction, drawing on vehicles such as ETFs, mutual funds, and fixed income, and is supported by the LPL Financial platform. Named a Top 17 Boston Financial Advisor (2017) by Expertise.
Team overview
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Asset Classes
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
RONALD JOHN GIUNTA
Managing Member
- CRD
- #2726796
- Ownership
- 25% but less than 50%
ELIZABETH AUGER JOHNSON
Chief Compliance Officer, Managing Member
- CRD
- #2660647
- Ownership
- 25% but less than 50%
Ember glacier
Unison focus pathway
- CRD
- #55357
- Ownership
- 37.5%
Showing 2 of 3 owners & executives
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GIANA C HEBERT
--
- CRD
- #5841873
Showing 1 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $446,213,687 | $425,776 |
| Non-Discretionary | $1,018,485 | $509,243 |
| Total | $447,232,172 | $425,935 |
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Separately Managed Accounts
Total SMA Asset: $447,232,172
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $460,824,528 | 15.5% |
| Equity - Exchange | $829,484,151 | 27.9% |
| Cash | $1,105,978,868 | 37.2% |
| U.S. Government/Agency | $576,773,926 | 19.4% |
| Total | $2,973,061,473 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| PIONEER GLACIER EMBER | VERTEX TIMBER | 6129L6P2K | BQOD | 11.87% | $90,340,710 |
| RIDGE CREST | BRIDGE BRIDGE | YFVUYGHHQ | QVNE | 10.23% | $4,911,896 |
| VITAL ALPHA PATHWAY | OAK QUANTUM | WSSP8JREM | JVJRO | 11.07% | $67,707,579 |
| MERIDIAN EMBER | FRONTIER LEGACY | 1PFJC49MQ | HSZM | 8.47% | $64,383,125 |
| WAVE RADIAL VERTEX | FOUNDATION UNISON | VZ83WUGCC | DSYY | 8.29% | $42,996,372 |
| VITAL RIDGE QUANTUM | MATRIX BRIDGE | ZXO78CQPK | HIL | 6.53% | $116,589,788 |
| OPTIMA ALPHA FOCUS | MERIDIAN ELEMENT | TW9I3HWUH | XFGWZ | 1.18% | $55,561,474 |
| PIONEER VECTOR BEACON | HARBOR CAPITAL | 3E1KBJ4H2 | PEKHP | 10.20% | $23,385,710 |