{
  "crd_number": 282261,
  "slug": "legacy-bridge-private-family-offices-west-des-moines-ia-282261",
  "primary_business_name": "LEGACY BRIDGE PRIVATE FAMILY OFFICES",
  "legal_name": "LEGACY BRIDGE, LLC",
  "dbas": [
    "LEGACY BRIDGE PRIVATE FAMILY OFFICES"
  ],
  "city": "West des Moines",
  "state": "IA",
  "country": "United States",
  "cbsa_code": "19780",
  "metro": {
    "cbsa_code": "19780",
    "common_name": "Des Moines",
    "msa_name": "Des Moines-West Des Moines, IA",
    "path": "/advisors/ia/des-moines"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2016-01-22",
  "years_registered": 10,
  "period": "2026-10-01",
  "filing_date": "2026-03-18",
  "carried_forward": false,
  "raum_total": 425754729.0,
  "raum_discretionary": 425754729.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 8,
  "advisory_employees": 3,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "charitable": {
      "raum": 3499452.0,
      "count": 1,
      "fewer_than_5": true
    },
    "individuals": {
      "raum": 11743314.0,
      "count": 39
    },
    "high_net_worth_individuals": {
      "raum": 410511963.0,
      "count": 27
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "other",
    "percentage_of_aum",
    "performance_based"
  ],
  "advisory_activities": [
    "other",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "CA",
    "CO",
    "IA",
    "NV",
    "SD"
  ],
  "websites": [
    "https://legacybridgepfo.com",
    "https://linkedin.com/company/legacy-bridge-pfo/about"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/282261",
  "city_as_filed": "WEST DES MOINES",
  "url": "https://advisorcensus.com/firm/legacy-bridge-private-family-offices-west-des-moines-ia-282261",
  "display_name": "Legacy Bridge Private Family Offices",
  "summary": "Legacy Bridge Private Family Offices is an SEC-registered investment advisory firm in West des Moines, IA, registered since 2016, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 18, 2026.",
  "citation": "AdvisorCensus. Legacy Bridge Private Family Offices (CRD 282261): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)",
    "Performance-based fees",
    "Other"
  ],
  "advisory_activity_labels": [
    "Portfolio management for individuals and/or small businesses",
    "Other"
  ],
  "quick_answers": [
    {
      "q": "How is Legacy Bridge Private Family Offices compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Legacy Bridge Private Family Offices reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees); performance-based fees; other."
    },
    {
      "q": "Where is Legacy Bridge Private Family Offices located?",
      "a": "Legacy Bridge Private Family Offices' principal office is in West des Moines, IA, according to its Form ADV."
    },
    {
      "q": "Is Legacy Bridge Private Family Offices registered with the SEC or a state?",
      "a": "Legacy Bridge Private Family Offices is an SEC-registered investment advisory firm, registered since 2016. Status as filed: Approved. CRD 282261."
    },
    {
      "q": "How much does Legacy Bridge Private Family Offices manage?",
      "a": "Legacy Bridge Private Family Offices reports $425,754,729 in regulatory assets under management in its Form ADV filing dated March 18, 2026 (100% discretionary)."
    },
    {
      "q": "How have Legacy Bridge Private Family Offices' assets and staff changed since 2021?",
      "a": "In the Form ADV data for Legacy Bridge Private Family Offices: Regulatory assets under management: $255,607,684 in the October 2021 data and $425,754,729 in the October 2026 data, up 67%. Total employees: 8 in October 2021 and 8 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Legacy Bridge Private Family Offices serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (39); high net worth individuals (27); charitable organizations (1)."
    },
    {
      "q": "Which custodians does Legacy Bridge Private Family Offices use?",
      "a": "Legacy Bridge Private Family Offices' most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Legacy Bridge Private Family Offices report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/282261"
    },
    {
      "q": "What changed in Legacy Bridge Private Family Offices' recent Form ADV filings?",
      "a": "In the April 2026 filing data: Regulatory assets under management went from $325,945,382 to $425,754,729 (+31%)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 255607684.0,
      "total_employees": 8,
      "filing_date": "2021-03-31"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 287613242.0,
      "total_employees": 7,
      "filing_date": "2022-02-28"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 292561807.0,
      "total_employees": 7,
      "filing_date": "2023-03-07"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 286508635.0,
      "total_employees": 8,
      "filing_date": "2024-09-25"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 325945382.0,
      "total_employees": 8,
      "filing_date": "2025-03-24"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 425754729.0,
      "total_employees": 8,
      "filing_date": "2026-03-18"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Regulatory assets under management went from $325,945,382 to $425,754,729 (+31%)."
      ]
    },
    {
      "period": "2026-01-01",
      "period_label": "January 2026",
      "notes": [
        "No longer registered or notice-filed in NY."
      ]
    },
    {
      "period": "2025-12-01",
      "period_label": "December 2025",
      "notes": [
        "Registered or notice-filed in NV."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 18, 2026",
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": null,
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": "$100,000",
    "figures": [
      {
        "label": "Minimum annual fee",
        "statements": [
          "Minimum annual fee: $100,000"
        ],
        "quotes": [
          "We generally require that clients pay a minimum fee of $100,000 annually but will consider accounts that pay less in fees at our discretion."
        ]
      }
    ],
    "quotes": [
      "We generally require that clients pay a minimum fee of $100,000 annually but will consider accounts that pay less in fees at our discretion."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/legacy-bridge-private-family-offices-west-des-moines-ia-282261.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 39,
      "fewer_than_5": false,
      "raum": 11743314.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 27,
      "fewer_than_5": false,
      "raum": 410511963.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 1,
      "fewer_than_5": true,
      "raum": 3499452.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/282261",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}