Family Office
    SEC Registered

    Legacy Bridge Private Family Offices

    Registered investment advisor · West Des Moines, Iowa · CRD #282261

    Assets Under Management
    $426M
    Client Accounts
    117
    Employees
    8
    CRD Number
    282261
    Registration
    SEC Registered
    Custodian
    Charles Schwab & Co., Inc.

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Legacy Bridge Private Family Offices

    Legacy Bridge Private Family Offices is a boutique firm specializing in advisory and investment management for high-net-worth families, focusing on generational wealth preservation and transition. They offer comprehensive family office solutions and purposeful investments.

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Not reported
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for Legacy Bridge Private Family Offices

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    Frequently Asked Questions

    What is Legacy Bridge Private Family Offices's AUM?

    Legacy Bridge Private Family Offices reports approximately $426M in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Legacy Bridge Private Family Offices headquartered?

    Legacy Bridge Private Family Offices is headquartered in West Des Moines, Iowa.

    What is Legacy Bridge Private Family Offices's CRD number?

    Legacy Bridge Private Family Offices's CRD number is 282261. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Legacy Bridge Private Family Offices manage?

    Legacy Bridge Private Family Offices manages approximately 117 client accounts according to its latest SEC filing.

    Is Legacy Bridge Private Family Offices SEC registered?

    Yes, Legacy Bridge Private Family Offices is registered with the SEC as an investment adviser with an approved registration status.

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