# Legacy Global Management, L.L.C.

> Legacy Global Management, L.L.C. is a state-registered investment advisory firm in Chesapeake, VA, registered since 2011, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 31, 2026.

- CRD: 152879
- Filed as: LEGACY GLOBAL MANAGEMENT, L.L.C.
- Legal name: Legacy Wealth Strategies, L.L.C.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Chesapeake, VA
- Filing period: October 2026
- Form ADV filing dated: March 31, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/152879
- AdvisorCensus page: https://advisorcensus.com/firm/legacy-global-management-l-l-c-chesapeake-va-152879

## Quick answers

**How is Legacy Global Management, L.L.C. compensated?**
On its Form ADV (Item 5.E, October 2026), Legacy Global Management, L.L.C. reports these compensation arrangements: a percentage of assets under its management; hourly charges.

**Where is Legacy Global Management, L.L.C. located?**
Legacy Global Management, L.L.C.'s principal office is in Chesapeake, VA, according to its Form ADV.

**Is Legacy Global Management, L.L.C. registered with the SEC or a state?**
Legacy Global Management, L.L.C. is a state-registered investment advisory firm, registered since 2011. Status as filed: APPROVED. CRD 152879.

**How much does Legacy Global Management, L.L.C. manage?**
Legacy Global Management, L.L.C. reports $17,481,919 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (4% discretionary).

**What types of clients does Legacy Global Management, L.L.C. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (63); pension and profit sharing plans (but not the plan participants or government pension plans) (1).

**Does Legacy Global Management, L.L.C. report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/152879

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges

### Regulatory assets under management (Item 5.F)
- Total: $17,481,919
- Discretionary: $750,265
- Non-discretionary: $16,731,654

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 63 | $16,731,654 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 1 | $750,265 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2011 (15 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Legacy Global Management, L.L.C. (CRD 152879): Form ADV filing data as of October 2026.