Legacy Advisors Wealth Mgmt, Inc.

Legacy Advisors Wealth Mgmt, Inc. (CRD# 138202) is a financial advisory firm headquartered in Norwell, MA. They manage $18,000,000 in 51 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.


Financial Advisors at Legacy Advisors Wealth Mgmt, Inc.
Showing 1 - 1 of 1 top financial advisors.
Ronald A. Papa
CRD#: 2713511
17 Accord Park Drive, Unit 200, Norwell, MA 02061

Ronald Papa (CRD# 2713511) is an Investment Advisor Representative working at Legacy Advisors Wealth Mgmt, Inc. in Norwell, MA and has over 22 years of experience in the finance industry.

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