RAM Legacy Wealth Management

Overview

RAM Legacy Wealth Management is organized as a limited liability company that provides financial planning, individual and small-business portfolio management, and pension consulting services. The firm reports multiple fee arrangements — percentage of assets under management, hourly billing, and fixed fees — rather than a single, uniform pricing model. It does not identify as an active ESG investor and is not recorded as a multistate adviser; the year of SEC registration is not specified in the available data. The firm lists an industry affiliation with an insurance company. The firm’s public profile is limited: it is classified in the source dataset as unclassified and is not flagged as a capital allocator or related adviser. RAM Legacy lists pension consulting as one of its advisory activities but is not otherwise designated in the dataset as a pension consultant.

Assets & Accounts

Location & Offices