Data / Investment advisers / Iowa / Legacy Bridge Private Family Offices
Legacy Bridge Private Family Offices, West des Moines, IA: $426 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Legacy Bridge Private Family Offices is an SEC registered investment adviser with its main office in West des Moines, Iowa and reports $426 million in regulatory assets under management in its Form ADV filed March 18, 2026. Its clients include high net worth individuals, individuals and charitable organizations. It is paid through a percentage of assets under management, hourly charges and fixed fees.
The request: Watch Legacy Bridge Private Family Offices (CRD number 282261): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 282261
- SEC file number
- 801-107113
- SEC status
- Approved, effective January 22, 2016
- Legal name
- Legacy Bridge, LLC
- Main office
- 5810 Grand Ave, West des Moines, IA 50266
- Phone
- (515) 421-4870
- Regulatory AUM
- $425,754,729 in the Form ADV filed March 18, 2026
- Discretionary AUM
- $425,754,729
- Accounts
- 117
- Employees
- 8, of which 3 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, hourly charges, fixed fees, performance based fees, other fees
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- March 18, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 27 | $410.5 million |
| Individuals (other than high net worth individuals) | 39 | $11.7 million |
| Charitable organizations | 1 | $3.5 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $425.8 million | March 18, 2026 |
| December 1, 2025 | $325.9 million | November 24, 2025 |
Other advisers in West des Moines
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Sammons Financial Group Asset Management, LLC | West des Moines | $122.05 billion | Not listed | adviserinfo.sec.gov |
| Gilbert & Cook, Inc. | West des Moines | $1.70 billion | Not listed | adviserinfo.sec.gov |
| Syverson Strege | West des Moines | $910.8 million | Not listed | adviserinfo.sec.gov |
| Retireright Consulting Group | West des Moines | $561.1 million | Not listed | adviserinfo.sec.gov |
| Wealth Advisors of Iowa, LLC | West des Moines | $539.4 million | Not listed | adviserinfo.sec.gov |
| Valiant Wealth, LLC | West des Moines | $423.1 million | 30 | adviserinfo.sec.gov |
| Compass Financial Services | West des Moines | $407.4 million | Not listed | adviserinfo.sec.gov |
| Midwest Heritage Financial Advisors | West des Moines | $398.7 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in West des Moines, IA
- Investment advisers in Iowa
- Advisers with $100 million to $500 million in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- Legacy Bridge Private Family Offices on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.