WEST DES MOINES, IACRD 282261Latest ADV March 18, 2026
Legacy Bridge Private Family Offices is an SEC registered investment adviser organized as a limited liability company with a primary office location in West Des Moines, IA. Its latest Form ADV filing, dated March 18, 2026, reports $426M in regulatory assets under management, 8 employees, and 117 accounts.
Assets Under Management
$426M
Employees
8
Offices
--
Total Clients
67
Primary office
WEST DES MOINES, IA
5810 GRAND AVE, WEST DES MOINES, IA, United States
Portfolio management for individuals and small businesses
Fee models offered
5 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 58.2% of total clients.
Top client categories% of clientsClients
1
Individuals
58.2%
39
2
HNWI
40.3%
27
3
Charitable
1.5%
1
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$426Mas of March 18, 2026
Discretionary100.0%
$426M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$426M
Total Accounts117
10Y AUM Change+$265M (+164.7%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees8
Clients per Employee8:1
10Y Employee Change+3 (+60.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.