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LEGACY BRIDGE PRIVATE FAMILY OFFICES
LEGACY BRIDGE, LLC
CRD 282261 · SEC 801-107113
5810 GRAND AVE, WEST DES MOINES, IA, 50266, United States
Phone
515-421-4870
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$425.8M
Discretionary AUM
$425.8M
Team
8 total employees; 3 advisory reps
Clients
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Fees
Percentage of AUM; Hourly charges; Fixed fees; Performance-based fees; FAMILY OFFICE FEES
Org form
Limited Liability Company
Filing date
2026-03-18
Disciplinary history
No
Services
Portfolio management (individuals)PRIVATE FAMILY OFFICE SERVICES
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 39 | $11.7M |
| High net worth individuals | 27 | $410.5M |
| Charitable organizations | 1 | $3.5M |
States served
CA, CO, IA, NV, SD
All web addresses on file
Official SEC filing: View on IAPD