Fee-only adviser · West Des Moines, IA
Legacy Bridge Private Family Offices
Legacy Bridge Private Family Offices is a fee-only investment adviser registered with the U.S. Securities and Exchange Commission, with its main office in West Des Moines, Iowa. On its latest Form ADV, filed March 18, 2026, it reports $426M in regulatory assets under management, 66 individual clients and 3 employees who give investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | SEC-registered |
|---|---|
| Firm CRD number | 282261 · SEC file 801-107113 |
| Office | 5810 Grand Ave West Des Moines, IA 50266 |
| Phone | (515) 421-4870 |
| Website | www.legacybridgepfo.com |
| Regulatory assets under management | $426M |
| Individual clients | 39 non-high-net-worth, 27 high-net-worth |
| Financial planning clients | Not reported |
| How it charges | Percentage of assets, Hourly, Fixed fee, Other |
| Services | Portfolio management |
| Employees | 8 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | March 18, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It offers hourly or fixed-fee arrangements, so you may be able to pay for a plan without handing over your investments.
- It also charges a percentage of assets managed for ongoing investment management.
- Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in West Des Moines
- Five Talents Financial Management Group LLC $256M
- Syverson Strege $911M
- Boyle Capital $342M
- BSC Capital Partners, LLC $126M
- Valiant Wealth, LLC $423M
- Iowa Wealth Management, LLC $124M
See all 10 fee-only advisers in West Des Moines →
Nearby
- Clive 5 firms
- Waukee 1 firm
- Urbandale 4 firms
- Windsor Heights 1 firm
- Des Moines 7 firms
- Johnston 3 firms
- Ankeny 2 firms
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