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LEGACY BRIDGE PRIVATE FAMILY OFFICES

WEST DES MOINES, IA · CRD 282261 · IAPD ↗ · 515-421-4870

$425.8MRegulatory AUM
3Advisory reps
8Employees
0Clients
n/aPlanning clients
0Private funds
5States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

64
April 2026 — LEGACY BRIDGE PRIVATE FAMILY OFFICES reported RAUM up 31% ($325.9M -> $425.8M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
45
December 2025 — LEGACY BRIDGE PRIVATE FAMILY OFFICES notice-filed in NV.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
45
January 2025 — LEGACY BRIDGE PRIVATE FAMILY OFFICES notice-filed in CA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.