# Moonbridge Financial Design, LLC

> Moonbridge Financial Design, LLC is a state-registered investment advisory firm in Rhinebeck, NY, registered since 2024, reporting under $25 million in regulatory assets under management in its Form ADV filing dated February 8, 2026.

- CRD: 329605
- Filed as: MOONBRIDGE FINANCIAL DESIGN, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Rhinebeck, NY
- Filing period: October 2026
- Form ADV filing dated: February 8, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/329605
- AdvisorCensus page: https://advisorcensus.com/firm/moonbridge-financial-design-llc-rhinebeck-ny-329605

## Quick answers

**How is Moonbridge Financial Design, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Moonbridge Financial Design, LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Moonbridge Financial Design, LLC located?**
Moonbridge Financial Design, LLC's principal office is in Rhinebeck, NY, according to its Form ADV.

**Is Moonbridge Financial Design, LLC registered with the SEC or a state?**
Moonbridge Financial Design, LLC is a state-registered investment advisory firm, registered since 2024. Status as filed: APPROVED. CRD 329605.

**How much does Moonbridge Financial Design, LLC manage?**
Moonbridge Financial Design, LLC reports $8,116,919 in regulatory assets under management in its Form ADV filing dated February 8, 2026 (100% discretionary).

**What types of clients does Moonbridge Financial Design, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (12); high net worth individuals (3).

**Does Moonbridge Financial Design, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/329605

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $8,116,919
- Discretionary: $8,116,919
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 12 | $3,254,776 |
| High net worth individuals | 3 | $4,862,143 |

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

### Firm details
- Registered since: 2024 (2 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- moonbridgefd.com
- LinkedIn @moonbridge-financial-design

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Moonbridge Financial Design, LLC (CRD 329605): Form ADV filing data as of October 2026.