LEGACY BRIDGE, LLC
Legal name: LEGACY BRIDGE PRIVATE FAMILY OFFICES
CRD #282261 SEC #801-107113 WEST DES MOINES, IA 515-421-4870
SEC Registered
Total AUM
$325.9M
Discretionary
$325.9M
Employees
8
Clients
--
Accounts
99
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2025 | $325.9M | $325.9M | $0 | 8 | 0 |
| Mar 2025 | $325.9M | $325.9M | $0 | 8 | 0 |
| Dec 2024 | $286.5M | $286.5M | $0 | 8 | 0 |
| Sep 2024 | $286.5M | $286.5M | $0 | 8 | 0 |
| Apr 2024 | $286.5M | $286.5M | $0 | 8 | 0 |
| Feb 2024 | $286.5M | $286.5M | $0 | 8 | 0 |
| Jan 2024 | $286.5M | $286.5M | $0 | 8 | 0 |
| Oct 2023 | $292.6M | $292.6M | $0 | 7 | 0 |
| Mar 2023 | $292.6M | $292.6M | $0 | 7 | 0 |
| Mar 2023 | $292.6M | $292.6M | $0 | 7 | 0 |
| Feb 2023 | $292.6M | $292.6M | $0 | 7 | 0 |
| Feb 2022 | $287.6M | $287.6M | $0 | 7 | 0 |
| Feb 2022 | $287.6M | $287.6M | $0 | 7 | 0 |
| Feb 2022 | $287.6M | $287.6M | $0 | 7 | 0 |
| Nov 2021 | $255.6M | $255.6M | $0 | 8 | 0 |
| Oct 2021 | $255.6M | $255.6M | $0 | 8 | 0 |
| Mar 2021 | $255.6M | $255.6M | $0 | 8 | 0 |
| Mar 2021 | $255.6M | $255.6M | $0 | 8 | 0 |
| Mar 2021 | $255.6M | $255.6M | $0 | 8 | 0 |
| Mar 2021 | $255.6M | $255.6M | $0 | 8 | 0 |
| Jun 2020 | $217.1M | $217.1M | $0 | 5 | 0 |
| May 2020 | $217.1M | $217.1M | $0 | 5 | 0 |
| Feb 2020 | $217.1M | $217.1M | $0 | 5 | 0 |
| Dec 2019 | $200.9M | $200.9M | $0 | 5 | 0 |
| Dec 2019 | $200.9M | $200.9M | $0 | 5 | 0 |
| Aug 2019 | $163.5M | $163.5M | $0 | 5 | 0 |
| Jan 2019 | $163.5M | $163.5M | $0 | 5 | 0 |
| Nov 2018 | $172.7M | $172.7M | $0 | 5 | 0 |
| Feb 2018 | $172.7M | $172.7M | $0 | 5 | 0 |
| Jan 2017 | $160.9M | $160.9M | $0 | 5 | 1 |
| Jun 2016 | $147.7M | $147.7M | $0 | 3 | 1 |
| Mar 2016 | $124.6M | $124.6M | $0 | 3 | 1 |
| Dec 2015 | $20M | $20M | $0 | 1 | 1 |
DateNov 2025
Total AUM$325.9M
Discretionary$325.9M
Non-Disc.$0
Employees8
Clients0
DateMar 2025
Total AUM$325.9M
Discretionary$325.9M
Non-Disc.$0
Employees8
Clients0
DateDec 2024
Total AUM$286.5M
Discretionary$286.5M
Non-Disc.$0
Employees8
Clients0
DateSep 2024
Total AUM$286.5M
Discretionary$286.5M
Non-Disc.$0
Employees8
Clients0
DateApr 2024
Total AUM$286.5M
Discretionary$286.5M
Non-Disc.$0
Employees8
Clients0
DateFeb 2024
Total AUM$286.5M
Discretionary$286.5M
Non-Disc.$0
Employees8
Clients0
DateJan 2024
Total AUM$286.5M
Discretionary$286.5M
Non-Disc.$0
Employees8
Clients0
DateOct 2023
Total AUM$292.6M
Discretionary$292.6M
Non-Disc.$0
Employees7
Clients0
DateMar 2023
Total AUM$292.6M
Discretionary$292.6M
Non-Disc.$0
Employees7
Clients0
DateMar 2023
Total AUM$292.6M
Discretionary$292.6M
Non-Disc.$0
Employees7
Clients0
DateFeb 2023
Total AUM$292.6M
Discretionary$292.6M
Non-Disc.$0
Employees7
Clients0
DateFeb 2022
Total AUM$287.6M
Discretionary$287.6M
Non-Disc.$0
Employees7
Clients0
DateFeb 2022
Total AUM$287.6M
Discretionary$287.6M
Non-Disc.$0
Employees7
Clients0
DateFeb 2022
Total AUM$287.6M
Discretionary$287.6M
Non-Disc.$0
Employees7
Clients0
DateNov 2021
Total AUM$255.6M
Discretionary$255.6M
Non-Disc.$0
Employees8
Clients0
DateOct 2021
Total AUM$255.6M
Discretionary$255.6M
Non-Disc.$0
Employees8
Clients0
DateMar 2021
Total AUM$255.6M
Discretionary$255.6M
Non-Disc.$0
Employees8
Clients0
DateMar 2021
Total AUM$255.6M
Discretionary$255.6M
Non-Disc.$0
Employees8
Clients0
DateMar 2021
Total AUM$255.6M
Discretionary$255.6M
Non-Disc.$0
Employees8
Clients0
DateMar 2021
Total AUM$255.6M
Discretionary$255.6M
Non-Disc.$0
Employees8
Clients0
DateJun 2020
Total AUM$217.1M
Discretionary$217.1M
Non-Disc.$0
Employees5
Clients0
DateMay 2020
Total AUM$217.1M
Discretionary$217.1M
Non-Disc.$0
Employees5
Clients0
DateFeb 2020
Total AUM$217.1M
Discretionary$217.1M
Non-Disc.$0
Employees5
Clients0
DateDec 2019
Total AUM$200.9M
Discretionary$200.9M
Non-Disc.$0
Employees5
Clients0
DateDec 2019
Total AUM$200.9M
Discretionary$200.9M
Non-Disc.$0
Employees5
Clients0
DateAug 2019
Total AUM$163.5M
Discretionary$163.5M
Non-Disc.$0
Employees5
Clients0
DateJan 2019
Total AUM$163.5M
Discretionary$163.5M
Non-Disc.$0
Employees5
Clients0
DateNov 2018
Total AUM$172.7M
Discretionary$172.7M
Non-Disc.$0
Employees5
Clients0
DateFeb 2018
Total AUM$172.7M
Discretionary$172.7M
Non-Disc.$0
Employees5
Clients0
DateJan 2017
Total AUM$160.9M
Discretionary$160.9M
Non-Disc.$0
Employees5
Clients1
DateJun 2016
Total AUM$147.7M
Discretionary$147.7M
Non-Disc.$0
Employees3
Clients1
DateMar 2016
Total AUM$124.6M
Discretionary$124.6M
Non-Disc.$0
Employees3
Clients1
DateDec 2015
Total AUM$20M
Discretionary$20M
Non-Disc.$0
Employees1
Clients1