Verified 10 Nov 2026
Legacy Bridge Private Family Offices
Legacy Bridge Private Family Offices is a multi-family office in West Des Moines, Iowa, that pairs wealth management with family office work covering investments, tax strategy, estate planning and trusts. Its founder and chief executive set it up in 2015. Its Form ADV filed on 18 March 2026 reported $426 million in regulatory assets for 27 clients.
- Type
- Multi-family office
- Location
- West Des Moines, Iowa, United States
- Sectors
- Public equities, Fixed income
- Fund size / AUM
- $426M regulatory AUM (Form ADV, filed 2026-03-18)
- Latest fund or filing
- 18 Mar 2026
- Website
- www.legacybridgepfo.com
Contacts on file
For Legacy Bridge Private Family Offices, the paid file holds: 3 named decision-makers with roles.
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