# Legacy Bridge Private Family Offices

> 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.

- CRD: 282261
- Filed as: LEGACY BRIDGE PRIVATE FAMILY OFFICES
- Legal name: Legacy Bridge, LLC
- Also doing business as: LEGACY BRIDGE PRIVATE FAMILY OFFICES
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: West des Moines, IA
- Filing period: October 2026
- Form ADV filing dated: March 18, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/282261
- AdvisorCensus page: https://advisorcensus.com/firm/legacy-bridge-private-family-offices-west-des-moines-ia-282261

## Quick answers

**How is Legacy Bridge Private Family Offices compensated?**
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.

**Where is Legacy Bridge Private Family Offices located?**
Legacy Bridge Private Family Offices' principal office is in West des Moines, IA, according to its Form ADV.

**Is Legacy Bridge Private Family Offices registered with the SEC or a state?**
Legacy Bridge Private Family Offices is an SEC-registered investment advisory firm, registered since 2016. Status as filed: Approved. CRD 282261.

**How much does Legacy Bridge Private Family Offices manage?**
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).

**How have Legacy Bridge Private Family Offices' assets and staff changed since 2021?**
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.

**What types of clients does Legacy Bridge Private Family Offices serve?**
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).

**Which custodians does Legacy Bridge Private Family Offices use?**
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.

**Does Legacy Bridge Private Family Offices report any disciplinary disclosures?**
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

**What changed in Legacy Bridge Private Family Offices' recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $325,945,382 to $425,754,729 (+31%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- Other

### Fees and minimums (Form ADV Part 2A brochure dated March 18, 2026)

- Minimum annual fee: $100,000

> 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.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

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.

### Regulatory assets under management (Item 5.F)
- Total: $425,754,729
- Discretionary: $425,754,729
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 39 | $11,743,314 |
| High net worth individuals | 27 | $410,511,963 |
| Charitable organizations | 1 | $3,499,452 |

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

### Firm details
- Registered since: 2016 (10 years)
- Employees: 8 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, CO, IA, NV, SD
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [legacybridgepfo.com](https://legacybridgepfo.com)
- LinkedIn @legacy-bridge-pfo

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $255,607,684 | 8 | March 31, 2021 |
| October 2022 | $287,613,242 | 7 | February 28, 2022 |
| October 2023 | $292,561,807 | 7 | March 7, 2023 |
| October 2024 | $286,508,635 | 8 | September 25, 2024 |
| October 2025 | $325,945,382 | 8 | March 24, 2025 |
| October 2026 | $425,754,729 | 8 | March 18, 2026 |

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.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $325,945,382 to $425,754,729 (+31%).

### January 2026
- No longer registered or notice-filed in NY.

### December 2025
- Registered or notice-filed in NV.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Legacy Bridge Private Family Offices (CRD 282261): Form ADV filing data as of October 2026.